Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$347M
2
+$207M
3
+$205M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$141M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$119M

Top Sells

1
+$624M
2
+$229M
3
+$73.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$55.7M
5
EW icon
Edwards Lifesciences
EW
+$32.4M

Sector Composition

1 Technology 15.83%
2 Financials 4.3%
3 Consumer Discretionary 3.58%
4 Healthcare 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.1M 0.01%
18,024
+2,274
677
$1.1M 0.01%
11,534
+120
678
$1.1M 0.01%
48,672
+35
679
$1.09M 0.01%
9,273
-155
680
$1.09M 0.01%
11,113
+276
681
$1.09M 0.01%
60,218
-1,061
682
$1.09M 0.01%
26,078
+2,502
683
$1.08M 0.01%
34,387
-255
684
$1.08M 0.01%
48,514
-15,783
685
$1.07M 0.01%
4,134
+2,793
686
$1.06M 0.01%
16,417
+2,220
687
$1.05M 0.01%
8,035
+577
688
$1.05M 0.01%
12,111
+320
689
$1.05M 0.01%
184,968
+1
690
$1.05M 0.01%
19,027
+2,381
691
$1.05M 0.01%
13,614
-494
692
$1.05M 0.01%
50,680
+126
693
$1.05M 0.01%
99,942
694
$1.04M 0.01%
11,716
+461
695
$1.04M 0.01%
10,186
-193
696
$1.04M 0.01%
27,570
+353
697
$1.03M 0.01%
12,168
+3,246
698
$1.03M 0.01%
93,243
+14,302
699
$1.03M 0.01%
+47,500
700
$1.03M 0.01%
23,932
+7,619
26 27
28
29 30