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
$16B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$347M
2
+$207M
3
+$205M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$141M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$119M

Top Sells

1
+$624M
2
+$229M
3
+$73.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$55.7M
5
EW icon
Edwards Lifesciences
EW
+$32.4M

Sector Composition

1 Technology 15.83%
2 Financials 4.3%
3 Consumer Discretionary 3.58%
4 Healthcare 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.7M 0.08%
35,323
-14,491
177
$12.7M 0.08%
24,461
+2,934
178
$12.7M 0.08%
31,606
+7,207
179
$12.6M 0.08%
202,412
+9,014
180
$12.6M 0.08%
175,134
-4,489
181
$12.6M 0.08%
92,950
-44,323
182
$12.6M 0.08%
49,462
+2,741
183
$12.5M 0.08%
316,675
+40,998
184
$12.5M 0.08%
112,686
-17,798
185
$12.4M 0.08%
65,981
+3,869
186
$12.1M 0.08%
93,499
+42,151
187
$12.1M 0.08%
52,508
-5,309
188
$12M 0.08%
134,747
+13,018
189
$11.9M 0.07%
18,832
+11,282
190
$11.6M 0.07%
127,489
+8,524
191
$11.6M 0.07%
628,128
-11,834
192
$11.6M 0.07%
88,356
+20,798
193
$11.2M 0.07%
150,169
+136,422
194
$11.2M 0.07%
72,040
+3,477
195
$11M 0.07%
2,215
-826
196
$11M 0.07%
275,129
-13,473
197
$10.9M 0.07%
759,244
-147,238
198
$10.9M 0.07%
254,963
+160,814
199
$10.7M 0.07%
106,865
+42,263
200
$10.6M 0.07%
156,005
+4,817
6 7
8
9 10