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
1201
$307K ﹤0.01%
+13,312
1202
$306K ﹤0.01%
7,002
-2,126
1203
$306K ﹤0.01%
8,960
+808
1204
$306K ﹤0.01%
+3,616
1205
$302K ﹤0.01%
+8,383
1206
$302K ﹤0.01%
5,178
+1,324
1207
$302K ﹤0.01%
6,009
+390
1208
$300K ﹤0.01%
+6,951
1209
$299K ﹤0.01%
10,795
1210
$298K ﹤0.01%
8,823
-220
1211
$298K ﹤0.01%
9,408
+76
1212
$296K ﹤0.01%
3,734
-2,681
1213
$296K ﹤0.01%
+11,166
1214
$294K ﹤0.01%
+3,465
1215
$294K ﹤0.01%
8,025
+68
1216
$294K ﹤0.01%
6,830
-95,659
1217
$293K ﹤0.01%
12,238
-603
1218
$293K ﹤0.01%
15,054
1219
$292K ﹤0.01%
5,241
+525
1220
$292K ﹤0.01%
7,525
-2,967
1221
$292K ﹤0.01%
3,790
+314
1222
$291K ﹤0.01%
19,003
-35
1223
$291K ﹤0.01%
12,949
+2,897
1224
$291K ﹤0.01%
+2,199
1225
$290K ﹤0.01%
12,884
-2,316
47 48
49
50 51