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
726
$1.11M 0.01%
36,611
-9,197
727
$1.1M 0.01%
28,066
+5,706
728
$1.09M 0.01%
14,398
-25,800
729
$1.09M 0.01%
50,812
+206
730
$1.09M 0.01%
3,832
+939
731
$1.08M 0.01%
18,354
-2,321
732
$1.08M 0.01%
6,260
+350
733
$1.08M 0.01%
12,856
-846
734
$1.08M 0.01%
198,167
+13,200
735
$1.07M 0.01%
93,106
-14,609
736
$1.07M 0.01%
22,881
-15,171
737
$1.07M 0.01%
5,972
-6,588
738
$1.07M 0.01%
16,764
+11,391
739
$1.06M 0.01%
+19,488
740
$1.06M 0.01%
1,976
+22
741
$1.06M 0.01%
10,999
-5
742
$1.06M 0.01%
6,572
+1,096
743
$1.05M 0.01%
11,926
+7,622
744
$1.05M 0.01%
4,065
+437
745
$1.05M 0.01%
34,917
746
$1.05M 0.01%
4,082
-355
747
$1.05M 0.01%
48,223
+895
748
$1.04M 0.01%
10,780
+11
749
$1.04M 0.01%
91,047
-46,290
750
$1.04M 0.01%
99,942
28 29
30
31 32