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
1151
$337K ﹤0.01%
2,362
-442
1152
$335K ﹤0.01%
6,678
-1,551
1153
$334K ﹤0.01%
3,244
-1,215
1154
$334K ﹤0.01%
+10,806
1155
$332K ﹤0.01%
+5,657
1156
$331K ﹤0.01%
13,200
1157
$330K ﹤0.01%
4,085
+575
1158
$330K ﹤0.01%
5,150
-409
1159
$329K ﹤0.01%
10,225
-1,053
1160
$328K ﹤0.01%
25,471
1161
$327K ﹤0.01%
4,682
+92
1162
$327K ﹤0.01%
+1,708
1163
$327K ﹤0.01%
3,005
-650
1164
$327K ﹤0.01%
16,101
-3,691
1165
$326K ﹤0.01%
+9,424
1166
$326K ﹤0.01%
2,648
-111
1167
$325K ﹤0.01%
+608
1168
$325K ﹤0.01%
+17,775
1169
$325K ﹤0.01%
3,155
+710
1170
$324K ﹤0.01%
7,943
-6,258
1171
$324K ﹤0.01%
+6,999
1172
$322K ﹤0.01%
3,442
-1,221
1173
$322K ﹤0.01%
20,732
1174
$321K ﹤0.01%
19,141
+43
1175
$321K ﹤0.01%
11,803
-2,670
45 46
47
48 49