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
1176
$320K ﹤0.01%
3,928
+6
1177
$318K ﹤0.01%
3,683
-20,111
1178
$318K ﹤0.01%
23,753
1179
$317K ﹤0.01%
4,985
-245
1180
$317K ﹤0.01%
1,010
+5
1181
$317K ﹤0.01%
1,674
+89
1182
$317K ﹤0.01%
2,785
+144
1183
$316K ﹤0.01%
+3,753
1184
$316K ﹤0.01%
14,469
+3,745
1185
$314K ﹤0.01%
23,908
1186
$314K ﹤0.01%
13,924
1187
$314K ﹤0.01%
+8,741
1188
$314K ﹤0.01%
22,452
+921
1189
$313K ﹤0.01%
3,783
1190
$312K ﹤0.01%
14,149
+55
1191
$312K ﹤0.01%
+2,371
1192
$311K ﹤0.01%
+6,719
1193
$310K ﹤0.01%
+3,349
1194
$310K ﹤0.01%
17,268
-395
1195
$310K ﹤0.01%
1,899
1196
$309K ﹤0.01%
5,200
+719
1197
$308K ﹤0.01%
+12,835
1198
$308K ﹤0.01%
2,558
-114
1199
$307K ﹤0.01%
2,626
+99
1200
$307K ﹤0.01%
+10,098
46 47
48
49 50