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
76
$34M 0.21%
703,602
+6,798
77
$33.9M 0.21%
374,043
-3,731
78
$33.7M 0.21%
59,081
+4,489
79
$33.1M 0.21%
287,578
+150,665
80
$32.6M 0.2%
1,207,751
+47,682
81
$31.1M 0.19%
623,516
+264,995
82
$30.9M 0.19%
162,640
-3,988
83
$30.7M 0.19%
415,294
+29,028
84
$30.1M 0.19%
71,669
+69,558
85
$29.2M 0.18%
1,171,675
+406,365
86
$29M 0.18%
280,789
+266,798
87
$28.2M 0.18%
242,722
+712
88
$28.2M 0.18%
106,695
+37,545
89
$28.1M 0.18%
220,621
+25,193
90
$27.9M 0.17%
206,689
-151,349
91
$27.7M 0.17%
53,145
-15,650
92
$27.6M 0.17%
364,491
-57,855
93
$27.4M 0.17%
208,138
+2,256
94
$27.1M 0.17%
66,131
+50,615
95
$26.8M 0.17%
549,125
+21,496
96
$26.5M 0.17%
1,349,822
+299,503
97
$26.3M 0.16%
142,183
+91,602
98
$26M 0.16%
159,863
+40,039
99
$25.6M 0.16%
286,197
+33,163
100
$25.4M 0.16%
526,287
+23,104
2 3
4
5 6