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
826
$841K ﹤0.01%
52,822
-3,682
827
$835K ﹤0.01%
55,524
-2,903
828
$830K ﹤0.01%
4,921
-38,757
829
$825K ﹤0.01%
3,224
-36
830
$824K ﹤0.01%
9,878
+33
831
$818K ﹤0.01%
+11,506
832
$816K ﹤0.01%
+5,130
833
$814K ﹤0.01%
90,732
-78
834
$813K ﹤0.01%
14,585
-7,621
835
$809K ﹤0.01%
42,182
-100,399
836
$808K ﹤0.01%
30,998
+4
837
$807K ﹤0.01%
40,777
838
$806K ﹤0.01%
15,611
-295
839
$805K ﹤0.01%
9,890
-5,536
840
$802K ﹤0.01%
2,978
-61
841
$800K ﹤0.01%
3,365
-348
842
$796K ﹤0.01%
7,241
+13
843
$796K ﹤0.01%
12,175
+2,915
844
$795K ﹤0.01%
4,700
-144
845
$793K ﹤0.01%
4,406
-10,056
846
$792K ﹤0.01%
+21,397
847
$790K ﹤0.01%
11,601
-5,207
848
$789K ﹤0.01%
8,671
+417
849
$778K ﹤0.01%
9,332
+894
850
$777K ﹤0.01%
18,413
-1,027
32 33
34
35 36