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
1026
$454K ﹤0.01%
+5,596
1027
$453K ﹤0.01%
8,333
+2,076
1028
$453K ﹤0.01%
4,901
+432
1029
$451K ﹤0.01%
31,729
1030
$449K ﹤0.01%
23,883
-700
1031
$449K ﹤0.01%
915
+107
1032
$449K ﹤0.01%
13,354
-32
1033
$445K ﹤0.01%
6,064
+463
1034
$444K ﹤0.01%
+5,842
1035
$442K ﹤0.01%
14,747
+140
1036
$442K ﹤0.01%
2,959
-200
1037
$441K ﹤0.01%
383,082
1038
$439K ﹤0.01%
219
+11
1039
$439K ﹤0.01%
8,532
1040
$436K ﹤0.01%
3,634
-662
1041
$436K ﹤0.01%
+7,202
1042
$436K ﹤0.01%
15,650
1043
$435K ﹤0.01%
135,073
+93,220
1044
$433K ﹤0.01%
4,676
+189
1045
$432K ﹤0.01%
10,096
1046
$432K ﹤0.01%
5,532
+1,644
1047
$430K ﹤0.01%
9,491
-3,590
1048
$429K ﹤0.01%
6,426
-26,842
1049
$428K ﹤0.01%
5,386
-928
1050
$428K ﹤0.01%
31,250
-1,750
40 41
42
43 44