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
751
$868K 0.01%
7,886
+40
752
$867K 0.01%
35,354
753
$866K 0.01%
33,031
-1,103
754
$863K 0.01%
+25,282
755
$856K 0.01%
16,386
+681
756
$855K 0.01%
3,379
+27
757
$851K 0.01%
4,526
+222
758
$849K 0.01%
1,472
+12
759
$848K 0.01%
7,570
-64
760
$847K 0.01%
+14,951
761
$845K 0.01%
32,077
+1,454
762
$844K 0.01%
10,801
+967
763
$836K 0.01%
+6,697
764
$836K 0.01%
50,935
+6,684
765
$836K 0.01%
41,390
+1,975
766
$834K 0.01%
8,025
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767
$832K 0.01%
61,676
-20,617
768
$827K 0.01%
9,791
+378
769
$824K 0.01%
11,905
-272
770
$822K 0.01%
29,338
+8,408
771
$815K 0.01%
21,581
-10,243
772
$814K 0.01%
12,754
-1,374
773
$811K 0.01%
43,702
+762
774
$805K 0.01%
7,629
-1,510
775
$803K 0.01%
16,367
+2,702
29 30
31
32 33