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
701
$1.19M 0.01%
2,324
-147
702
$1.19M 0.01%
36,400
+2
703
$1.19M 0.01%
21,825
+2,158
704
$1.18M 0.01%
30,424
-2,100
705
$1.18M 0.01%
118,397
-34
706
$1.17M 0.01%
+24,857
707
$1.17M 0.01%
52,765
708
$1.17M 0.01%
6,476
+52
709
$1.17M 0.01%
34,408
710
$1.17M 0.01%
3,984
-1,228
711
$1.16M 0.01%
12,207
+4,034
712
$1.16M 0.01%
117,123
-5,140
713
$1.15M 0.01%
12,149
-1,779
714
$1.15M 0.01%
13,497
-8,499
715
$1.14M 0.01%
13,765
+150
716
$1.14M 0.01%
94,073
717
$1.14M 0.01%
23,250
+337
718
$1.13M 0.01%
17,615
+3,399
719
$1.13M 0.01%
21,130
-259
720
$1.12M 0.01%
9,199
+246
721
$1.12M 0.01%
11,344
+1,476
722
$1.12M 0.01%
23,395
+51
723
$1.12M 0.01%
14,756
+344
724
$1.11M 0.01%
6,399
-35,985
725
$1.11M 0.01%
10,029
-773
27 28
29
30 31