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
251
$2.37M 0.03%
51,997
+22,683
252
$2.34M 0.03%
69,468
+54,087
253
$2.31M 0.03%
70,353
-9,984
254
$2.3M 0.03%
134,109
-3,867
255
$2.29M 0.03%
15,831
+3,975
256
$2.29M 0.03%
37,100
+1,537
257
$2.25M 0.03%
171,071
-5,461
258
$2.25M 0.03%
65,068
-5,421
259
$2.25M 0.03%
14,168
-746
260
$2.25M 0.03%
54,344
+26,486
261
$2.21M 0.03%
48,299
-746
262
$2.19M 0.03%
63,820
+33,900
263
$2.17M 0.03%
74,384
+2,638
264
$2.13M 0.03%
56,319
-10,045
265
$2.08M 0.03%
27,060
+3,350
266
$2.08M 0.03%
26,751
+11,235
267
$2.05M 0.03%
24,004
+1,850
268
$2.05M 0.03%
8,456
+816
269
$2.05M 0.03%
42,332
+8,259
270
$2.03M 0.02%
11,727
+2,588
271
$2.01M 0.02%
57,108
+22,352
272
$1.99M 0.02%
34,028
+753
273
$1.99M 0.02%
34,985
-1,515
274
$1.97M 0.02%
12,874
-31
275
$1.97M 0.02%
15,599
+3,590
9 10
11
12 13