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
201
$10.2M 0.06%
81,250
+8,058
202
$10.2M 0.06%
114,356
-10,592
203
$10.1M 0.06%
193,610
-30,283
204
$9.94M 0.06%
20,460
-705
205
$9.93M 0.06%
134,124
+71,422
206
$9.85M 0.06%
71,600
-18,624
207
$9.73M 0.06%
97,229
-12,876
208
$9.71M 0.06%
28,375
+22,985
209
$9.7M 0.06%
137,801
+111,943
210
$9.65M 0.06%
137,395
+2,798
211
$9.49M 0.06%
487,344
+60,982
212
$9.49M 0.06%
75,456
+6,207
213
$9.48M 0.06%
45,966
+42,067
214
$9.37M 0.06%
27,560
+2,424
215
$9.35M 0.06%
76,890
+6,682
216
$9.33M 0.06%
42,280
+1,541
217
$9.32M 0.06%
28,916
+4,958
218
$9.13M 0.06%
31,063
+9,183
219
$9.04M 0.06%
102,290
+86,958
220
$8.9M 0.06%
335,424
-15,565
221
$8.87M 0.06%
382,480
+190,948
222
$8.84M 0.06%
70,119
+59,136
223
$8.82M 0.06%
47,356
+45,853
224
$8.57M 0.05%
33,603
+1,022
225
$8.56M 0.05%
53,673
-3,882
7 8
9
10 11