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
1051
$424K ﹤0.01%
11,762
-17,447
1052
$424K ﹤0.01%
8,154
1053
$421K ﹤0.01%
1,352
-454
1054
$419K ﹤0.01%
26,548
-45
1055
$419K ﹤0.01%
21,260
-137
1056
$419K ﹤0.01%
5,277
+478
1057
$419K ﹤0.01%
+6,657
1058
$419K ﹤0.01%
+275,385
1059
$414K ﹤0.01%
+18,198
1060
$414K ﹤0.01%
9,020
-1,397
1061
$412K ﹤0.01%
9,609
+1,724
1062
$411K ﹤0.01%
2,024
+228
1063
$411K ﹤0.01%
17,567
1064
$410K ﹤0.01%
93,292
+74,792
1065
$410K ﹤0.01%
+44,743
1066
$410K ﹤0.01%
+10,972
1067
$410K ﹤0.01%
13,673
-459
1068
$409K ﹤0.01%
8,083
+213
1069
$409K ﹤0.01%
2,517
+567
1070
$407K ﹤0.01%
10,284
-6,703
1071
$406K ﹤0.01%
4,503
+1,324
1072
$404K ﹤0.01%
4,918
1073
$403K ﹤0.01%
+2,492
1074
$403K ﹤0.01%
+5,607
1075
$401K ﹤0.01%
10,079
+77
41 42
43
44 45