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
1401
$104K ﹤0.01%
14,545
1402
$103K ﹤0.01%
+2,245
1403
$102K ﹤0.01%
15,476
-114
1404
$98.5K ﹤0.01%
28,727
-917
1405
$98.3K ﹤0.01%
20,189
1406
$95.6K ﹤0.01%
10,263
-882
1407
$92.8K ﹤0.01%
+35,163
1408
$91.2K ﹤0.01%
25,555
1409
$84.6K ﹤0.01%
+41,880
1410
$84K ﹤0.01%
35,000
+15,000
1411
$76.7K ﹤0.01%
12,931
-420
1412
$74.4K ﹤0.01%
+11,776
1413
$70.1K ﹤0.01%
10,100
-161
1414
$69.2K ﹤0.01%
+17,117
1415
$60.8K ﹤0.01%
12,875
1416
$60K ﹤0.01%
19,883
+428
1417
$59.4K ﹤0.01%
13,567
+2,790
1418
$57K ﹤0.01%
+10,996
1419
$49.6K ﹤0.01%
5,911
1420
$47.3K ﹤0.01%
+15,000
1421
$44.1K ﹤0.01%
15,408
1422
$42.8K ﹤0.01%
29,345
1423
$42.6K ﹤0.01%
25,661
1424
$40.6K ﹤0.01%
+10,097
1425
$38.8K ﹤0.01%
14,460
+353
55 56
57
58 59