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
176
$16.2M 0.09%
78,043
-9,564
177
$15.8M 0.08%
43,497
-3,144
178
$15.6M 0.08%
218,855
-3,335
179
$15.3M 0.08%
166,556
+11,877
180
$15.2M 0.08%
77,013
-3,661
181
$15.2M 0.08%
519,330
-2,179,465
182
$14.9M 0.08%
48,299
+7,941
183
$14.8M 0.08%
2,892,662
184
$14.7M 0.08%
698,994
-11,691
185
$14.5M 0.08%
138,891
-33,017
186
$14.5M 0.08%
49,812
+16,167
187
$14.4M 0.08%
1,059,854
-302,111
188
$14.4M 0.08%
208,432
-3,434
189
$14.3M 0.07%
83,345
+4,907
190
$14.2M 0.07%
107,247
+19,279
191
$14.1M 0.07%
175,438
-21,892
192
$14M 0.07%
34,415
+1,935
193
$14M 0.07%
59,904
+1,206
194
$13.9M 0.07%
277,530
-5,777
195
$13.8M 0.07%
188,504
+16,166
196
$13.6M 0.07%
105,372
-56,579
197
$13.5M 0.07%
270,981
-20,695
198
$13.5M 0.07%
126,022
-11,679
199
$13.5M 0.07%
58,774
-25,321
200
$13.5M 0.07%
38,253
-36
6 7
8
9 10