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
876
$725K ﹤0.01%
6,437
+107
877
$723K ﹤0.01%
5,562
-324
878
$722K ﹤0.01%
5,189
+3,629
879
$722K ﹤0.01%
11,278
-9,956
880
$714K ﹤0.01%
42,234
-10,003
881
$713K ﹤0.01%
+11,464
882
$713K ﹤0.01%
14,813
-53
883
$702K ﹤0.01%
8,813
-4,376
884
$701K ﹤0.01%
10,690
-7,666
885
$701K ﹤0.01%
+11,838
886
$700K ﹤0.01%
105,790
-7,520
887
$698K ﹤0.01%
34,055
-15,823
888
$698K ﹤0.01%
2,264
-17,940
889
$697K ﹤0.01%
4,355
+163
890
$691K ﹤0.01%
9,969
-37
891
$689K ﹤0.01%
56,848
892
$688K ﹤0.01%
550,666
893
$688K ﹤0.01%
+6,124
894
$686K ﹤0.01%
8,436
+3,633
895
$686K ﹤0.01%
5,070
-50
896
$681K ﹤0.01%
26,172
-197
897
$671K ﹤0.01%
16,123
-22,974
898
$668K ﹤0.01%
41,393
-2,213
899
$668K ﹤0.01%
10,483
+1,501
900
$666K ﹤0.01%
1,977
+189
34 35
36
37 38