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
1251
$268K ﹤0.01%
4,250
-2,917
1252
$267K ﹤0.01%
4,638
1253
$266K ﹤0.01%
6,821
+180
1254
$265K ﹤0.01%
8,712
-5,031
1255
$265K ﹤0.01%
11,784
+935
1256
$264K ﹤0.01%
5,001
+390
1257
$263K ﹤0.01%
8,128
-962
1258
$263K ﹤0.01%
+14,545
1259
$263K ﹤0.01%
935
+1
1260
$262K ﹤0.01%
10,735
-3,891
1261
$262K ﹤0.01%
+4,245
1262
$261K ﹤0.01%
+2,051
1263
$260K ﹤0.01%
18,618
-19,411
1264
$260K ﹤0.01%
1,245
+2
1265
$259K ﹤0.01%
1,307
+130
1266
$258K ﹤0.01%
+6,801
1267
$258K ﹤0.01%
89,844
+666
1268
$257K ﹤0.01%
+2,063
1269
$257K ﹤0.01%
30,923
-882
1270
$256K ﹤0.01%
10,684
-801
1271
$256K ﹤0.01%
4,336
-1,679
1272
$255K ﹤0.01%
+8,126
1273
$254K ﹤0.01%
10,212
+170
1274
$252K ﹤0.01%
6,595
+592
1275
$252K ﹤0.01%
7,941
-433
49 50
51
52 53