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
1276
$252K ﹤0.01%
+537
1277
$250K ﹤0.01%
+650
1278
$249K ﹤0.01%
10,643
+928
1279
$248K ﹤0.01%
3,482
+1,051
1280
$247K ﹤0.01%
2,515
-6,598
1281
$247K ﹤0.01%
+8,401
1282
$245K ﹤0.01%
+2,159
1283
$245K ﹤0.01%
+5,243
1284
$244K ﹤0.01%
+2,897
1285
$244K ﹤0.01%
+3,504
1286
$244K ﹤0.01%
9,599
+1,335
1287
$243K ﹤0.01%
8,218
1288
$243K ﹤0.01%
+15,884
1289
$243K ﹤0.01%
+594
1290
$243K ﹤0.01%
10,285
-111
1291
$243K ﹤0.01%
113,463
1292
$242K ﹤0.01%
1,762
+11
1293
$242K ﹤0.01%
11,162
-2,408
1294
$242K ﹤0.01%
7,654
+1,207
1295
$239K ﹤0.01%
+9,430
1296
$239K ﹤0.01%
11,552
+8
1297
$238K ﹤0.01%
+9,500
1298
$238K ﹤0.01%
+10,314
1299
$238K ﹤0.01%
5,152
+275
1300
$236K ﹤0.01%
+3,429
50 51
52
53 54