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
1226
$220K ﹤0.01%
10,275
+484
1227
$219K ﹤0.01%
2,868
+52
1228
$219K ﹤0.01%
+3,709
1229
$219K ﹤0.01%
+5,143
1230
$219K ﹤0.01%
+3,074
1231
$219K ﹤0.01%
5,661
+1
1232
$218K ﹤0.01%
+9,256
1233
$217K ﹤0.01%
2,056
-384
1234
$215K ﹤0.01%
+3,317
1235
$215K ﹤0.01%
2,024
1236
$214K ﹤0.01%
+3,066
1237
$214K ﹤0.01%
7,372
-3,727
1238
$213K ﹤0.01%
8,349
-2,242
1239
$212K ﹤0.01%
+4,604
1240
$212K ﹤0.01%
9,940
-101
1241
$211K ﹤0.01%
+1,031
1242
$211K ﹤0.01%
+2,258
1243
$211K ﹤0.01%
4,375
+336
1244
$210K ﹤0.01%
+503
1245
$210K ﹤0.01%
11,416
+1,247
1246
$210K ﹤0.01%
4,439
-170
1247
$209K ﹤0.01%
+449
1248
$208K ﹤0.01%
8,463
+13
1249
$206K ﹤0.01%
3,467
-215
1250
$206K ﹤0.01%
+2,949
48 49
50
51 52