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
901
$666K ﹤0.01%
64,234
+14,348
902
$663K ﹤0.01%
94,344
903
$662K ﹤0.01%
19,188
+709
904
$660K ﹤0.01%
1,350
+142
905
$656K ﹤0.01%
10,473
+756
906
$655K ﹤0.01%
12,601
+3,401
907
$655K ﹤0.01%
+14,466
908
$655K ﹤0.01%
45,805
909
$652K ﹤0.01%
5,843
+1,263
910
$651K ﹤0.01%
4,006
+1,702
911
$651K ﹤0.01%
5,096
+1
912
$650K ﹤0.01%
8,390
-2,284
913
$648K ﹤0.01%
74,900
914
$647K ﹤0.01%
5,148
-37,897
915
$646K ﹤0.01%
52,142
916
$646K ﹤0.01%
27,410
+2,200
917
$644K ﹤0.01%
16,823
918
$641K ﹤0.01%
7,037
+88
919
$637K ﹤0.01%
7,092
+1,176
920
$635K ﹤0.01%
6,414
-1,744
921
$631K ﹤0.01%
13,268
-1,044
922
$628K ﹤0.01%
11,637
+2,667
923
$625K ﹤0.01%
+6,575
924
$624K ﹤0.01%
16,367
925
$624K ﹤0.01%
4,216
+766
35 36
37
38 39