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
1126
$362K ﹤0.01%
185
-7
1127
$362K ﹤0.01%
7,332
-900
1128
$357K ﹤0.01%
+2,242
1129
$357K ﹤0.01%
1,074
+16
1130
$356K ﹤0.01%
17,455
-749
1131
$355K ﹤0.01%
11,593
+1,943
1132
$352K ﹤0.01%
1,867
+1
1133
$351K ﹤0.01%
6,370
-7
1134
$351K ﹤0.01%
4,825
+46
1135
$351K ﹤0.01%
33,240
+9,159
1136
$351K ﹤0.01%
+3,528
1137
$349K ﹤0.01%
+21,000
1138
$348K ﹤0.01%
3,133
-13
1139
$347K ﹤0.01%
7,283
-1,473
1140
$346K ﹤0.01%
3,793
-830
1141
$345K ﹤0.01%
+6,048
1142
$344K ﹤0.01%
3,147
1143
$343K ﹤0.01%
10,242
+175
1144
$343K ﹤0.01%
12,947
-15,808
1145
$342K ﹤0.01%
7,232
-162
1146
$340K ﹤0.01%
1,714
+21
1147
$339K ﹤0.01%
+4,378
1148
$339K ﹤0.01%
6,164
-170
1149
$339K ﹤0.01%
4,537
+116
1150
$338K ﹤0.01%
3,534
44 45
46
47 48