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
276
$1.95M 0.02%
130,335
+2,112
277
$1.94M 0.02%
2,962
-309
278
$1.93M 0.02%
55,259
-5,620
279
$1.93M 0.02%
9,404
+6,044
280
$1.91M 0.02%
40,994
+20,705
281
$1.9M 0.02%
63,860
-16,676
282
$1.89M 0.02%
12,638
+4,060
283
$1.89M 0.02%
16,870
-51
284
$1.86M 0.02%
26,080
-79,715
285
$1.84M 0.02%
29,848
+7,693
286
$1.82M 0.02%
35,889
+252
287
$1.81M 0.02%
20,266
-66
288
$1.78M 0.02%
8,743
+1,717
289
$1.77M 0.02%
15,802
-1,055
290
$1.76M 0.02%
158,077
+55,001
291
$1.71M 0.02%
14,212
+3,385
292
$1.7M 0.02%
58,575
+30,443
293
$1.66M 0.02%
16,465
+330
294
$1.66M 0.02%
36,243
+9,714
295
$1.66M 0.02%
50,458
+7,388
296
$1.63M 0.02%
125,476
+38,380
297
$1.62M 0.02%
65,736
-19,290
298
$1.58M 0.02%
19,845
+362
299
$1.57M 0.02%
26,695
+4,963
300
$1.57M 0.02%
165,608
-62,193
10 11
12
13 14