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
201
$13.4M 0.07%
39,113
+1,610
202
$13.2M 0.07%
99,721
+4,117
203
$13.1M 0.07%
124,335
+99,868
204
$13.1M 0.07%
28,348
+1,301
205
$13.1M 0.07%
302,785
-2,095
206
$13M 0.07%
139,217
+27,031
207
$13M 0.07%
229,649
+21,184
208
$12.9M 0.07%
59,113
-890
209
$12.9M 0.07%
588,315
+226,460
210
$12.6M 0.07%
14,081
-7,694
211
$12.6M 0.07%
88,822
+11,407
212
$12.6M 0.07%
162,770
-876
213
$12.4M 0.07%
+237,935
214
$12.4M 0.07%
253,122
-32,034
215
$12.4M 0.07%
428,096
-156,600
216
$12.3M 0.06%
2,129
-321
217
$12.2M 0.06%
262,431
-5,976
218
$12M 0.06%
544,725
+202
219
$11.8M 0.06%
107,908
+6,900
220
$11.8M 0.06%
51,998
+48,965
221
$11.6M 0.06%
78,892
-1,407
222
$11.6M 0.06%
47,753
+27,378
223
$11.5M 0.06%
76,581
-266,619
224
$11.4M 0.06%
20,170
+1,806
225
$11.4M 0.06%
15,166
+8,883
7 8
9
10 11