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
1101
$379K ﹤0.01%
+2,223
1102
$378K ﹤0.01%
322
+50
1103
$376K ﹤0.01%
862
+103
1104
$376K ﹤0.01%
7,095
+741
1105
$376K ﹤0.01%
4,519
-140
1106
$375K ﹤0.01%
6,912
+1,739
1107
$375K ﹤0.01%
+16,557
1108
$375K ﹤0.01%
13,574
-140,814
1109
$374K ﹤0.01%
+1,620
1110
$373K ﹤0.01%
3,422
+85
1111
$371K ﹤0.01%
+778
1112
$370K ﹤0.01%
+12,167
1113
$369K ﹤0.01%
+12,814
1114
$369K ﹤0.01%
8,005
+16
1115
$368K ﹤0.01%
+2,094
1116
$367K ﹤0.01%
17,480
+140
1117
$367K ﹤0.01%
9,113
+478
1118
$366K ﹤0.01%
9,233
+71
1119
$366K ﹤0.01%
3,912
+225
1120
$365K ﹤0.01%
5,135
-323
1121
$364K ﹤0.01%
5,252
1122
$364K ﹤0.01%
4,074
+247
1123
$364K ﹤0.01%
5,610
+79
1124
$363K ﹤0.01%
8,124
+437
1125
$362K ﹤0.01%
+11,732
43 44
45
46 47