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
1226
$287K ﹤0.01%
1,312
-1,532
1227
$287K ﹤0.01%
+3,718
1228
$286K ﹤0.01%
32,431
1229
$286K ﹤0.01%
2,333
+32
1230
$284K ﹤0.01%
3,843
-1,737
1231
$283K ﹤0.01%
7,350
-620
1232
$282K ﹤0.01%
8,832
+880
1233
$281K ﹤0.01%
32,383
-630
1234
$280K ﹤0.01%
+4,103
1235
$280K ﹤0.01%
2,495
-262
1236
$279K ﹤0.01%
3,488
+649
1237
$276K ﹤0.01%
2,633
+115
1238
$275K ﹤0.01%
3,216
1239
$275K ﹤0.01%
7,334
+465
1240
$274K ﹤0.01%
5,679
-331
1241
$273K ﹤0.01%
+2,372
1242
$271K ﹤0.01%
7,044
-577
1243
$271K ﹤0.01%
+14,879
1244
$270K ﹤0.01%
+8,187
1245
$270K ﹤0.01%
8,499
-27,347
1246
$270K ﹤0.01%
12,637
+116
1247
$270K ﹤0.01%
+18,436
1248
$270K ﹤0.01%
+7,648
1249
$269K ﹤0.01%
+7,504
1250
$268K ﹤0.01%
4,219
+539
48 49
50
51 52