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
1376
$178K ﹤0.01%
10,493
1377
$176K ﹤0.01%
+18,308
1378
$175K ﹤0.01%
14,303
+3,334
1379
$175K ﹤0.01%
13,467
1380
$171K ﹤0.01%
+16,381
1381
$170K ﹤0.01%
30,622
+3,284
1382
$168K ﹤0.01%
20,000
1383
$157K ﹤0.01%
+10,503
1384
$156K ﹤0.01%
36,780
+1,737
1385
$149K ﹤0.01%
+13,275
1386
$144K ﹤0.01%
18,744
+2
1387
$144K ﹤0.01%
22,568
1388
$142K ﹤0.01%
19,001
1389
$140K ﹤0.01%
22,394
-30,645
1390
$139K ﹤0.01%
2,028
+79
1391
$136K ﹤0.01%
12,536
+695
1392
$116K ﹤0.01%
+13,209
1393
$115K ﹤0.01%
23,409
1394
$113K ﹤0.01%
10,341
-1,139
1395
$112K ﹤0.01%
12,371
-38
1396
$112K ﹤0.01%
12,100
1397
$111K ﹤0.01%
37,100
+20,000
1398
$109K ﹤0.01%
19,135
1399
$105K ﹤0.01%
12,415
-5,126
1400
$105K ﹤0.01%
27,500
+3,500
54 55
56
57 58