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
976
$532K ﹤0.01%
+25,100
977
$532K ﹤0.01%
7,752
978
$530K ﹤0.01%
24,422
-190
979
$527K ﹤0.01%
27,412
+11,783
980
$524K ﹤0.01%
+9,461
981
$518K ﹤0.01%
3,852
+1,331
982
$517K ﹤0.01%
17,278
-12,364
983
$517K ﹤0.01%
3,350
+148
984
$515K ﹤0.01%
10,318
+2,189
985
$513K ﹤0.01%
3,622
+179
986
$512K ﹤0.01%
9,130
+492
987
$512K ﹤0.01%
2,576
-10
988
$509K ﹤0.01%
8,166
-742
989
$507K ﹤0.01%
55,447
-10,878
990
$504K ﹤0.01%
5,219
-3,416
991
$500K ﹤0.01%
15,145
-4,858
992
$500K ﹤0.01%
6,892
-825
993
$499K ﹤0.01%
1,129
+77
994
$496K ﹤0.01%
21,278
995
$494K ﹤0.01%
3,452
-181
996
$494K ﹤0.01%
13,735
+5,837
997
$491K ﹤0.01%
2,852
+673
998
$489K ﹤0.01%
11,045
+188
999
$489K ﹤0.01%
2,573
+84
1000
$488K ﹤0.01%
11,790
-794
38 39
40
41 42