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
1426
$38K ﹤0.01%
+10,005
1427
$32.7K ﹤0.01%
1,549
-195
1428
$31.5K ﹤0.01%
14,400
1429
$31.5K ﹤0.01%
+11,300
1430
$24K ﹤0.01%
749
+28
1431
$23K ﹤0.01%
15,554
1432
$22.9K ﹤0.01%
+26,656
1433
$22.2K ﹤0.01%
10,668
+631
1434
$21.8K ﹤0.01%
12,000
-643
1435
$20.7K ﹤0.01%
10,000
1436
$19.5K ﹤0.01%
10,000
1437
$19.4K ﹤0.01%
+10,000
1438
$19.3K ﹤0.01%
11,749
-4,570
1439
$14.6K ﹤0.01%
+11,235
1440
$14K ﹤0.01%
2,402
1441
$13.1K ﹤0.01%
+165
1442
$8.35K ﹤0.01%
13,905
1443
$5.49K ﹤0.01%
13,220
1444
$1.39K ﹤0.01%
+3
1445
– –
-3,697
1446
– –
-2,724
1447
– –
-513
1448
– –
-2,796
1449
– –
-15,020
1450
– –
-163,161
56 57
58
59 60