Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.65B
AUM Growth
+$659M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$29.8M
3
+$22M
4
NVDA icon
NVIDIA
NVDA
+$20.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.8M

Top Sells

1
+$83.1M
2
+$9.73M
3
+$9.01M
4
AKAM icon
Akamai
AKAM
+$8.84M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$7.6M

Sector Composition

1 Technology 11.99%
2 Healthcare 5.33%
3 Financials 4%
4 Consumer Staples 3.76%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.73M 0.03%
28,395
+7,154
227
$2.72M 0.03%
34,518
+2,819
228
$2.72M 0.03%
17,899
+215
229
$2.7M 0.03%
31,710
+1,469
230
$2.68M 0.03%
15,802
+319
231
$2.66M 0.03%
228,594
+139,491
232
$2.63M 0.03%
+69,233
233
$2.62M 0.03%
63,890
+2,119
234
$2.61M 0.03%
197,500
+105,500
235
$2.57M 0.03%
139,281
-17,371
236
$2.56M 0.03%
64,317
-956
237
$2.54M 0.03%
55,781
+14,376
238
$2.53M 0.03%
9,092
+8,126
239
$2.52M 0.03%
4,537
+710
240
$2.52M 0.03%
113,313
+57
241
$2.5M 0.03%
65,715
+1,514
242
$2.46M 0.03%
38,837
+10,743
243
$2.43M 0.03%
19,391
+1,380
244
$2.42M 0.03%
6,421
-86
245
$2.41M 0.03%
70,221
+17,791
246
$2.41M 0.03%
127,034
+80,204
247
$2.41M 0.03%
121,265
+1,944
248
$2.4M 0.03%
16,216
+408
249
$2.38M 0.03%
142,616
+3,497
250
$2.38M 0.03%
7,022
-1,192
8 9
10
11 12