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
1
$1.88B 9.86%
3,031,480
-3,399,575
2
$1.21B 6.35%
62,002,093
-1,114,272
3
$974M 5.11%
49,557,795
+20,413,246
4
$797M 4.18%
3,884,090
+246,182
5
$731M 3.84%
4,628,919
+390,610
6
$722M 3.79%
1,450,995
+150,796
7
$413M 2.17%
2,092,518
+64,807
8
$376M 1.98%
3,418,138
+205,322
9
$320M 1.68%
1,638,052
-38,971
10
$318M 1.67%
1,447,685
+205,694
11
$256M 1.34%
1,896,181
+10,363
12
$254M 1.34%
409,878
-8,485
13
$189M 0.99%
342,111
+37,130
14
$186M 0.97%
2,508,013
-19,713
15
$177M 0.93%
641,910
+53,375
16
$169M 0.88%
228,329
+5,984
17
$153M 0.8%
267,940
+51,141
18
$147M 0.77%
835,221
+86,691
19
$135M 0.71%
466,179
+44,329
20
$132M 0.69%
1,704,467
+125,189
21
$128M 0.67%
1,359,670
-133,912
22
$128M 0.67%
419,105
+25,022
23
$127M 0.67%
714,531
+47,075
24
$123M 0.65%
290,695
+82,290
25
$122M 0.64%
911,060
+142,490
1
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