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
951
$576K ﹤0.01%
10,208
-2,586
952
$574K ﹤0.01%
1,282
-1,212
953
$574K ﹤0.01%
2,388
+1,040
954
$573K ﹤0.01%
4,456
-10,435
955
$572K ﹤0.01%
14,738
+670
956
$571K ﹤0.01%
24,312
+3,700
957
$570K ﹤0.01%
3,615
-532
958
$567K ﹤0.01%
4,688
959
$565K ﹤0.01%
+19,582
960
$563K ﹤0.01%
20,365
-9,543
961
$561K ﹤0.01%
1,800
+64
962
$560K ﹤0.01%
17,742
+320
963
$559K ﹤0.01%
3,112
-401
964
$559K ﹤0.01%
+9,952
965
$555K ﹤0.01%
6,040
+2,870
966
$554K ﹤0.01%
5,904
-2,496
967
$551K ﹤0.01%
11,074
+18
968
$551K ﹤0.01%
2,949
+61
969
$550K ﹤0.01%
11,857
-2,726
970
$549K ﹤0.01%
59,085
+6,085
971
$548K ﹤0.01%
10,302
-569
972
$546K ﹤0.01%
4,676
-10
973
$536K ﹤0.01%
1,351
-28
974
$535K ﹤0.01%
7,910
-1,000
975
$534K ﹤0.01%
7,036
-171
37 38
39
40 41