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
$16B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$347M
2
+$207M
3
+$205M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$141M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$119M

Top Sells

1
+$624M
2
+$229M
3
+$73.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$55.7M
5
EW icon
Edwards Lifesciences
EW
+$32.4M

Sector Composition

1 Technology 15.83%
2 Financials 4.3%
3 Consumer Discretionary 3.58%
4 Healthcare 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$452K ﹤0.01%
2,520
+580
952
$452K ﹤0.01%
1,273
+18
953
$451K ﹤0.01%
13,150
-1,140
954
$451K ﹤0.01%
2,546
-202
955
$447K ﹤0.01%
22,795
956
$445K ﹤0.01%
24,555
+700
957
$442K ﹤0.01%
2,984
-1
958
$440K ﹤0.01%
31,730
959
$438K ﹤0.01%
+4,516
960
$438K ﹤0.01%
2,576
-4
961
$436K ﹤0.01%
10,279
+2,806
962
$435K ﹤0.01%
1,788
+104
963
$434K ﹤0.01%
+40,297
964
$434K ﹤0.01%
2,081
+37
965
$433K ﹤0.01%
+4,078
966
$430K ﹤0.01%
6,536
+868
967
$429K ﹤0.01%
12,036
+6
968
$428K ﹤0.01%
3,325
-576
969
$426K ﹤0.01%
4,844
+946
970
$425K ﹤0.01%
3,988
+1,065
971
$425K ﹤0.01%
3,198
+924
972
$423K ﹤0.01%
1,347
+54
973
$422K ﹤0.01%
19,164
-42
974
$422K ﹤0.01%
8,379
+1,453
975
$422K ﹤0.01%
1,448
+497
37 38
39
40 41