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
1526
– –
-17,794
1527
– –
-3,333
1528
– –
-4,153
1529
– –
-2,912
1530
– –
-33,885
1531
– –
-19,596
1532
– –
-1,272
1533
– –
-14,197
1534
– –
-9,857
1535
– –
-2,553
1536
– –
-3,914
1537
– –
-16,561
1538
– –
-56,261
1539
– –
-15,975
1540
– –
-3,177
1541
– –
-36,188
1542
– –
-5,766
1543
– –
-281
1544
– –
-30,000
1545
– –
-5,884
1546
– –
-29,643
1547
– –
-4,335
1548
– –
-7,273
58 59 60 61
62