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
1201
$234K ﹤0.01%
516
-5
1202
$234K ﹤0.01%
+6,757
1203
$232K ﹤0.01%
6,455
+359
1204
$231K ﹤0.01%
187
1205
$231K ﹤0.01%
+5,974
1206
$231K ﹤0.01%
+7,680
1207
$231K ﹤0.01%
1,234
-141
1208
$229K ﹤0.01%
2,458
+100
1209
$229K ﹤0.01%
1,954
-89
1210
$229K ﹤0.01%
631
+12
1211
$228K ﹤0.01%
+5,510
1212
$228K ﹤0.01%
+10,376
1213
$228K ﹤0.01%
2,386
1214
$228K ﹤0.01%
+6,337
1215
$227K ﹤0.01%
+9,080
1216
$227K ﹤0.01%
+9,695
1217
$226K ﹤0.01%
+2,897
1218
$225K ﹤0.01%
26,400
1219
$224K ﹤0.01%
4,054
-153
1220
$223K ﹤0.01%
8,218
1221
$222K ﹤0.01%
+2,312
1222
$221K ﹤0.01%
+4,087
1223
$221K ﹤0.01%
+7,300
1224
$220K ﹤0.01%
+2,014
1225
$220K ﹤0.01%
+6,323
47 48
49
50 51