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
151
$19.4M 0.1%
48,915
+14,638
152
$19M 0.1%
228,126
+76,329
153
$19M 0.1%
371,469
+7,547
154
$18.8M 0.1%
790,976
+30,797
155
$18.8M 0.1%
239,269
+210,996
156
$18.8M 0.1%
151,737
-39,150
157
$18.7M 0.1%
368,182
+21,608
158
$18.7M 0.1%
234,343
+7,495
159
$18.4M 0.1%
258,695
+2,380
160
$18.4M 0.1%
143,077
-796
161
$18.1M 0.1%
382,673
-146,098
162
$17.9M 0.09%
258,466
+65,913
163
$17.9M 0.09%
643,624
-288,762
164
$17.7M 0.09%
+409,718
165
$17.6M 0.09%
145,164
+2,958
166
$17.4M 0.09%
172,906
+33,211
167
$16.8M 0.09%
330,535
+40,205
168
$16.8M 0.09%
126,075
-3,333
169
$16.6M 0.09%
228,170
+15
170
$16.5M 0.09%
185,434
+39,948
171
$16.5M 0.09%
59,184
+426
172
$16.5M 0.09%
59,012
+1,486
173
$16.4M 0.09%
288,581
+242,589
174
$16.4M 0.09%
160,115
+13,451
175
$16.2M 0.09%
57,998
+4,628
5 6
7
8 9