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
1351
$211K ﹤0.01%
+9,799
1352
$211K ﹤0.01%
14,060
1353
$209K ﹤0.01%
+3,110
1354
$208K ﹤0.01%
3,828
-418
1355
$207K ﹤0.01%
+800
1356
$207K ﹤0.01%
+6,026
1357
$207K ﹤0.01%
3,201
-2,747
1358
$205K ﹤0.01%
+6,277
1359
$205K ﹤0.01%
10,031
1360
$204K ﹤0.01%
3,000
-31
1361
$204K ﹤0.01%
19,837
1362
$203K ﹤0.01%
13,975
1363
$203K ﹤0.01%
+1,232
1364
$203K ﹤0.01%
4,000
1365
$203K ﹤0.01%
+11,125
1366
$202K ﹤0.01%
593
-43
1367
$202K ﹤0.01%
+10,657
1368
$201K ﹤0.01%
14,096
-30
1369
$201K ﹤0.01%
19,030
1370
$200K ﹤0.01%
+3,574
1371
$200K ﹤0.01%
+1,836
1372
$200K ﹤0.01%
+1,092
1373
$196K ﹤0.01%
17,139
+55
1374
$193K ﹤0.01%
+10,800
1375
$180K ﹤0.01%
10,135
53 54
55
56 57