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
1301
$235K ﹤0.01%
+23,385
1302
$235K ﹤0.01%
26,525
+125
1303
$234K ﹤0.01%
+8,268
1304
$234K ﹤0.01%
+2,478
1305
$234K ﹤0.01%
2,461
+70
1306
$234K ﹤0.01%
+7,964
1307
$233K ﹤0.01%
+10,932
1308
$233K ﹤0.01%
+843
1309
$233K ﹤0.01%
+5,215
1310
$232K ﹤0.01%
+3,088
1311
$232K ﹤0.01%
+1,180
1312
$231K ﹤0.01%
+2,494
1313
$231K ﹤0.01%
+2,421
1314
$231K ﹤0.01%
39,130
-6,000
1315
$230K ﹤0.01%
+11,632
1316
$230K ﹤0.01%
+9,358
1317
$229K ﹤0.01%
+7,265
1318
$229K ﹤0.01%
2,760
+307
1319
$228K ﹤0.01%
2,386
1320
$228K ﹤0.01%
+9,334
1321
$227K ﹤0.01%
+4,518
1322
$227K ﹤0.01%
2,573
-153
1323
$227K ﹤0.01%
+12,574
1324
$226K ﹤0.01%
+4,040
1325
$226K ﹤0.01%
5,194
-25,734
51 52
53
54 55