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
126
$23.7M 0.12%
130,255
+24,805
127
$23.5M 0.12%
80,427
+1,802
128
$22.9M 0.12%
71,784
-18,759
129
$22.3M 0.12%
158,510
-8,740
130
$22.2M 0.12%
174,274
+750
131
$22.1M 0.12%
179,305
-77,437
132
$22M 0.12%
91,706
-6,398
133
$21.9M 0.12%
20,909
+3,348
134
$21.9M 0.11%
152,753
+1,071
135
$21.6M 0.11%
38,084
-316
136
$21.3M 0.11%
178,606
-58,915
137
$21.2M 0.11%
171,447
+42,572
138
$21.2M 0.11%
115,504
+32,419
139
$20.9M 0.11%
421,915
+279,833
140
$20.7M 0.11%
80,562
+22,765
141
$20.7M 0.11%
86,765
+36,551
142
$20.6M 0.11%
70,477
-88
143
$20.4M 0.11%
45,822
+11,590
144
$20.3M 0.11%
157,887
+5,142
145
$20.3M 0.11%
141,225
+13,686
146
$20.2M 0.11%
110,101
+34,167
147
$20.1M 0.11%
37,923
+19,048
148
$19.8M 0.1%
159,053
-218,316
149
$19.8M 0.1%
96,129
+7,127
150
$19.6M 0.1%
219,482
+137,148
4 5
6
7 8