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
801
$749K ﹤0.01%
1,816
+57
802
$749K ﹤0.01%
37,051
+4,752
803
$743K ﹤0.01%
11,152
+418
804
$740K ﹤0.01%
+2,220
805
$739K ﹤0.01%
7,981
-291
806
$739K ﹤0.01%
8,186
+2,715
807
$736K ﹤0.01%
75,061
+6,260
808
$736K ﹤0.01%
13,600
809
$735K ﹤0.01%
+33,458
810
$734K ﹤0.01%
2,893
+179
811
$731K ﹤0.01%
3,428
+21
812
$730K ﹤0.01%
2,649
+576
813
$728K ﹤0.01%
46,895
814
$727K ﹤0.01%
4,475
+682
815
$724K ﹤0.01%
8,374
+438
816
$724K ﹤0.01%
2,978
-807
817
$722K ﹤0.01%
10,583
+334
818
$720K ﹤0.01%
75,235
-25,403
819
$719K ﹤0.01%
15,023
+11,148
820
$715K ﹤0.01%
7,876
+445
821
$714K ﹤0.01%
4,882
+250
822
$714K ﹤0.01%
23,608
-894
823
$712K ﹤0.01%
+6,151
824
$712K ﹤0.01%
68,744
825
$708K ﹤0.01%
6,330
-9
31 32
33
34 35