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
76
$40.7M 0.21%
793,086
-32,116
77
$39.6M 0.21%
662,910
-49,772
78
$39.2M 0.21%
115,293
+87,386
79
$38.6M 0.2%
105,294
+98,941
80
$37.9M 0.2%
98,072
+5,821
81
$37.8M 0.2%
720,983
-16,562
82
$37M 0.19%
190,246
+47,699
83
$36.6M 0.19%
1,561,825
+64,451
84
$35.9M 0.19%
128,005
+10,357
85
$35.3M 0.19%
192,552
-26,915
86
$35.2M 0.18%
361,014
+86,524
87
$34.9M 0.18%
161,850
+9,838
88
$34.8M 0.18%
127,482
+8,062
89
$34.8M 0.18%
146,009
+24,349
90
$34.7M 0.18%
499,765
+84,687
91
$34.5M 0.18%
236,598
+51,225
92
$34.1M 0.18%
62,773
+5,464
93
$33.5M 0.18%
210,275
+24,237
94
$33M 0.17%
1,221,408
+68,081
95
$31.3M 0.16%
152,445
+46,030
96
$30.6M 0.16%
229,488
-7,358
97
$30.4M 0.16%
223,507
+55,335
98
$30.2M 0.16%
574,513
+61,484
99
$29.8M 0.16%
729,044
-17,262
100
$29.2M 0.15%
151,694
-6,603
2 3
4
5 6