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
51
$69.1M 0.36%
1,211,637
+501,918
52
$65.6M 0.34%
1,258,773
+24,630
53
$65.4M 0.34%
606,917
-18,123
54
$65.4M 0.34%
1,300,097
-215,195
55
$62.5M 0.33%
142,584
+74,601
56
$58.6M 0.31%
88,381
+4,960
57
$58.3M 0.31%
587,842
+41,891
58
$55.7M 0.29%
869,660
-34,207
59
$55.5M 0.29%
271,053
+25,355
60
$55.3M 0.29%
243,401
+9,025
61
$53.7M 0.28%
172,202
+3,532
62
$53.7M 0.28%
2,111,899
+241,583
63
$53.4M 0.28%
302,044
+91,894
64
$51.6M 0.27%
91,830
+8,153
65
$50.5M 0.27%
231,050
+17,277
66
$48.9M 0.26%
170,850
+993
67
$48.5M 0.25%
355,507
+36,104
68
$47.4M 0.25%
309,665
+1,736
69
$46.8M 0.25%
306,301
-7,110
70
$46.6M 0.24%
63,480
+1,868
71
$45.4M 0.24%
343,702
+7,899
72
$44.4M 0.23%
487,004
+18,391
73
$42.8M 0.22%
337,982
+58,844
74
$42.4M 0.22%
118,685
+21,661
75
$40.7M 0.21%
372,847
+96,860
1 2
3
4 5