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
801
$897K ﹤0.01%
8,529
+106
802
$891K ﹤0.01%
2,835
-522
803
$890K ﹤0.01%
23,967
-3,183
804
$888K ﹤0.01%
40,616
+6,379
805
$885K ﹤0.01%
18,270
-4,361
806
$883K ﹤0.01%
34,843
-1,940
807
$883K ﹤0.01%
24,781
+4,492
808
$882K ﹤0.01%
14,579
-7,267
809
$881K ﹤0.01%
52,701
+13,744
810
$879K ﹤0.01%
5,688
+419
811
$878K ﹤0.01%
+7,995
812
$876K ﹤0.01%
+9,790
813
$873K ﹤0.01%
69,158
+8,306
814
$871K ﹤0.01%
46,422
-4,088
815
$868K ﹤0.01%
41,390
816
$868K ﹤0.01%
35,354
817
$863K ﹤0.01%
10,780
-408
818
$860K ﹤0.01%
+12,396
819
$859K ﹤0.01%
18,375
+458
820
$857K ﹤0.01%
2,439
+83
821
$854K ﹤0.01%
11,689
-275
822
$850K ﹤0.01%
4,382
-169
823
$849K ﹤0.01%
11,151
-1,203
824
$846K ﹤0.01%
26,389
-11,713
825
$842K ﹤0.01%
64,193
+2,448
31 32
33
34 35