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
776
$956K 0.01%
8,721
-652
777
$953K 0.01%
101,612
778
$951K 0.01%
8,325
-8,912
779
$941K ﹤0.01%
1,284
-44
780
$941K ﹤0.01%
41,417
+707
781
$939K ﹤0.01%
10,417
-4,667
782
$937K ﹤0.01%
1,579
+131
783
$934K ﹤0.01%
32,002
-1,478
784
$934K ﹤0.01%
2,500
+1,815
785
$933K ﹤0.01%
30,830
-5,336
786
$932K ﹤0.01%
2,484
+710
787
$932K ﹤0.01%
21,299
+10,487
788
$929K ﹤0.01%
27,935
+13,823
789
$925K ﹤0.01%
14,877
-4,113
790
$921K ﹤0.01%
+13,529
791
$920K ﹤0.01%
+5,327
792
$911K ﹤0.01%
85,179
-42,977
793
$911K ﹤0.01%
7,042
-861
794
$910K ﹤0.01%
20,716
+248
795
$908K ﹤0.01%
8,525
-54,630
796
$906K ﹤0.01%
34,130
-72
797
$906K ﹤0.01%
4,045
798
$903K ﹤0.01%
5,529
+23
799
$901K ﹤0.01%
8,527
+505
800
$899K ﹤0.01%
8,453
+640
30 31
32
33 34