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
$16B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$347M
2
+$207M
3
+$205M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$141M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$119M

Top Sells

1
+$624M
2
+$229M
3
+$73.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$55.7M
5
EW icon
Edwards Lifesciences
EW
+$32.4M

Sector Composition

1 Technology 15.83%
2 Financials 4.3%
3 Consumer Discretionary 3.58%
4 Healthcare 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$254K ﹤0.01%
+3,109
1177
$254K ﹤0.01%
+1,017
1178
$254K ﹤0.01%
4,987
-1,550
1179
$254K ﹤0.01%
2,455
-124
1180
$253K ﹤0.01%
+11,900
1181
$251K ﹤0.01%
2,716
-94
1182
$251K ﹤0.01%
+12,500
1183
$251K ﹤0.01%
+4,585
1184
$251K ﹤0.01%
+6,429
1185
$249K ﹤0.01%
757
-15
1186
$247K ﹤0.01%
4,977
-280
1187
$246K ﹤0.01%
+2,655
1188
$246K ﹤0.01%
6,793
+59
1189
$246K ﹤0.01%
2,816
1190
$245K ﹤0.01%
6,878
-3,505
1191
$245K ﹤0.01%
4,225
+540
1192
$244K ﹤0.01%
546
-1,451
1193
$244K ﹤0.01%
3,813
-438
1194
$240K ﹤0.01%
+30,000
1195
$240K ﹤0.01%
4,250
1196
$239K ﹤0.01%
8,238
+1,819
1197
$239K ﹤0.01%
8,526
-3,004
1198
$237K ﹤0.01%
+2,104
1199
$237K ﹤0.01%
+642
1200
$236K ﹤0.01%
4,535
46 47
48
49 50