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
1001
$488K ﹤0.01%
108,607
+1,232
1002
$488K ﹤0.01%
5,468
+45
1003
$488K ﹤0.01%
+23,305
1004
$487K ﹤0.01%
146,367
1005
$483K ﹤0.01%
+8,916
1006
$481K ﹤0.01%
10,741
-4,149
1007
$480K ﹤0.01%
13,055
+4,539
1008
$478K ﹤0.01%
8,629
+769
1009
$478K ﹤0.01%
22,795
1010
$478K ﹤0.01%
11,302
+2,397
1011
$473K ﹤0.01%
1,538
+398
1012
$471K ﹤0.01%
+18,495
1013
$469K ﹤0.01%
2,282
-298
1014
$468K ﹤0.01%
1,589
+450
1015
$467K ﹤0.01%
2,575
-34
1016
$466K ﹤0.01%
22,331
-2,810
1017
$466K ﹤0.01%
5,767
-80
1018
$464K ﹤0.01%
17,449
-1,533
1019
$461K ﹤0.01%
20,594
+395
1020
$460K ﹤0.01%
8,820
-7,428
1021
$458K ﹤0.01%
12,222
+180
1022
$456K ﹤0.01%
2,720
+226
1023
$456K ﹤0.01%
6,666
-275
1024
$455K ﹤0.01%
31,312
+150
1025
$454K ﹤0.01%
45,581
+731
39 40
41
42 43