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
1501
– –
-8,079
1502
– –
-43,284
1503
– –
-13,624
1504
– –
-83,694
1505
– –
-2,987
1506
– –
-2,876
1507
– –
-8,556
1508
– –
-2,773
1509
– –
-672
1510
– –
-37,991
1511
– –
-13,613
1512
– –
-13,546
1513
– –
-8,224
1514
– –
-1,755
1515
– –
-43,115
1516
– –
-11,529
1517
– –
-55,303
1518
– –
-7,945
1519
– –
-2,332
1520
– –
-4,677
1521
– –
-10,928
1522
– –
-17,794
1523
– –
-3,333
1524
– –
-4,153
1525
– –
-2,912
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