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
$19.1B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$65.5M
3
+$49.7M
4
NVDA icon
NVIDIA
NVDA
+$49.2M
5
AMZN icon
Amazon
AMZN
+$40.7M

Top Sells

1
+$1.94B
2
+$736M
3
+$57.6M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$53.5M
5
BX icon
Blackstone
BX
+$36.6M

Sector Composition

1 Technology 17.48%
2 Financials 4.93%
3 Consumer Discretionary 3.76%
4 Communication Services 3.48%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.26M 0.01%
+19,413
677
$1.26M 0.01%
13,156
+10,657
678
$1.26M 0.01%
52,996
-16,050
679
$1.26M 0.01%
23,846
-17,037
680
$1.26M 0.01%
38,318
+5,240
681
$1.26M 0.01%
52,938
-645
682
$1.24M 0.01%
23,674
-103,668
683
$1.24M 0.01%
12,715
+2,420
684
$1.24M 0.01%
23,754
+285
685
$1.24M 0.01%
16,814
+6,990
686
$1.23M 0.01%
212,747
+3,000
687
$1.23M 0.01%
7,449
+108
688
$1.23M 0.01%
90,000
-30,000
689
$1.23M 0.01%
38,392
+465
690
$1.23M 0.01%
6,762
-91
691
$1.22M 0.01%
+13,617
692
$1.22M 0.01%
78,588
+1,462
693
$1.22M 0.01%
19,070
+502
694
$1.21M 0.01%
3,684
-4
695
$1.21M 0.01%
24,037
+4,007
696
$1.2M 0.01%
73,906
-474
697
$1.2M 0.01%
9,428
+117
698
$1.2M 0.01%
+99,895
699
$1.2M 0.01%
16,497
-18,452
700
$1.2M 0.01%
20,149
+495
26 27
28
29 30