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
1326
$225K ﹤0.01%
5,850
-8
1327
$225K ﹤0.01%
2,616
-83
1328
$225K ﹤0.01%
5,359
1329
$225K ﹤0.01%
+2,949
1330
$225K ﹤0.01%
2,816
-217
1331
$224K ﹤0.01%
+3,876
1332
$223K ﹤0.01%
+1,321
1333
$223K ﹤0.01%
461
+14
1334
$220K ﹤0.01%
+3,217
1335
$219K ﹤0.01%
24,577
-743
1336
$219K ﹤0.01%
9,999
+37
1337
$219K ﹤0.01%
+2,425
1338
$218K ﹤0.01%
+795
1339
$217K ﹤0.01%
+2,364
1340
$216K ﹤0.01%
10,287
+1
1341
$215K ﹤0.01%
2,598
-9
1342
$215K ﹤0.01%
+2,680
1343
$214K ﹤0.01%
2,876
-189
1344
$214K ﹤0.01%
27,775
-12,393
1345
$213K ﹤0.01%
6,093
1346
$213K ﹤0.01%
+749
1347
$213K ﹤0.01%
3,052
-859
1348
$213K ﹤0.01%
+2,199
1349
$212K ﹤0.01%
+1,383
1350
$212K ﹤0.01%
18,433
-4
52 53
54
55 56