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
751
$1.04M 0.01%
15,131
+391
752
$1.04M 0.01%
10,790
+4,361
753
$1.04M 0.01%
2,999
+991
754
$1.04M 0.01%
25,567
-114
755
$1.03M 0.01%
24,924
-800
756
$1.03M 0.01%
7,387
-7
757
$1.03M 0.01%
+8,267
758
$1.02M 0.01%
55,958
-5,311
759
$1.02M 0.01%
20,818
-153,893
760
$1.02M 0.01%
17,496
+3,820
761
$1.02M 0.01%
20,552
-2,880
762
$1.01M 0.01%
14,633
+11,516
763
$1.01M 0.01%
4,167
+1,742
764
$1.01M 0.01%
3,500
+88
765
$1.01M 0.01%
90,648
766
$1M 0.01%
12,435
-116,028
767
$994K 0.01%
13,127
-8,244
768
$987K 0.01%
13,257
+1,762
769
$987K 0.01%
20,967
+5,268
770
$983K 0.01%
90,002
771
$982K 0.01%
10,372
+120
772
$975K 0.01%
59,844
773
$973K 0.01%
99,760
+27,230
774
$961K 0.01%
51,283
-4,012
775
$960K 0.01%
7,537
+1,764
29 30
31
32 33