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
926
$623K ﹤0.01%
15,267
-2
927
$623K ﹤0.01%
8,039
+1,543
928
$620K ﹤0.01%
68,744
929
$618K ﹤0.01%
20,931
+211
930
$615K ﹤0.01%
55,268
+7,110
931
$612K ﹤0.01%
24,452
+14,843
932
$612K ﹤0.01%
23,699
-5,978
933
$609K ﹤0.01%
13,304
+3,459
934
$608K ﹤0.01%
10,594
-1,471
935
$605K ﹤0.01%
24,700
+16,000
936
$599K ﹤0.01%
+13,982
937
$595K ﹤0.01%
19,470
938
$593K ﹤0.01%
16,573
+3,220
939
$593K ﹤0.01%
50,432
+17,215
940
$588K ﹤0.01%
25,481
941
$586K ﹤0.01%
1,068
+160
942
$586K ﹤0.01%
83,570
-1,429
943
$585K ﹤0.01%
2,960
-157
944
$582K ﹤0.01%
47,241
+501
945
$581K ﹤0.01%
894,319
946
$581K ﹤0.01%
11,133
+1,238
947
$579K ﹤0.01%
11,148
+3,108
948
$578K ﹤0.01%
6,902
-673,716
949
$577K ﹤0.01%
4,380
-1,612
950
$576K ﹤0.01%
49,521
36 37
38
39 40