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
101
$29.1M 0.15%
130,966
+1,746
102
$29M 0.15%
209,468
+29,349
103
$28.9M 0.15%
264,852
-14,951
104
$28.9M 0.15%
1,537,167
+45,043
105
$28.8M 0.15%
36,613
+5,632
106
$28.7M 0.15%
336,810
+85,042
107
$28.6M 0.15%
573,567
+27,172
108
$28.5M 0.15%
73,327
+16,570
109
$27.8M 0.15%
255,798
-16,254
110
$27.5M 0.14%
53,857
+1,513
111
$27.4M 0.14%
314,517
+39,380
112
$27.3M 0.14%
60,600
-13,216
113
$27.1M 0.14%
1,162,411
+128,202
114
$27.1M 0.14%
91,938
-3,072
115
$26.8M 0.14%
310,304
-12,896
116
$26.6M 0.14%
429,072
+35,974
117
$26.4M 0.14%
267,187
+21,284
118
$25.2M 0.13%
231,732
-7,272
119
$25M 0.13%
66,094
+24,471
120
$25M 0.13%
273,087
+251,965
121
$24.5M 0.13%
82,018
+14,158
122
$24.4M 0.13%
272,367
+79,921
123
$24M 0.13%
150,489
-29,843
124
$23.7M 0.12%
260,913
+59,339
125
$23.7M 0.12%
99,688
+35,497
3 4
5
6 7