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
851
$775K ﹤0.01%
+11,029
852
$775K ﹤0.01%
33,342
-1,362
853
$770K ﹤0.01%
10,408
-1,981
854
$768K ﹤0.01%
18,050
+4,212
855
$764K ﹤0.01%
46,895
856
$763K ﹤0.01%
2,187
+445
857
$761K ﹤0.01%
19,858
-555
858
$761K ﹤0.01%
+24,646
859
$761K ﹤0.01%
8,666
-2,895
860
$761K ﹤0.01%
17,865
+3,708
861
$759K ﹤0.01%
5,183
-61
862
$756K ﹤0.01%
26,940
-98,488
863
$753K ﹤0.01%
+10,429
864
$753K ﹤0.01%
75,826
-360
865
$753K ﹤0.01%
1,850
-75
866
$745K ﹤0.01%
5,799
+2,471
867
$744K ﹤0.01%
65,811
+1,087
868
$738K ﹤0.01%
7,183
+612
869
$735K ﹤0.01%
+52,234
870
$730K ﹤0.01%
+9,522
871
$728K ﹤0.01%
+10,675
872
$727K ﹤0.01%
11,457
-3,505
873
$726K ﹤0.01%
21,200
874
$725K ﹤0.01%
2,762
-6,828
875
$725K ﹤0.01%
98
-172
33 34
35
36 37