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
301
$1.56M 0.02%
77,004
+4,232
302
$1.55M 0.02%
34,203
+14,310
303
$1.54M 0.02%
18,496
+52
304
$1.52M 0.02%
15,406
-398
305
$1.5M 0.02%
30,207
+7,425
306
$1.47M 0.02%
39,400
-802
307
$1.46M 0.02%
30,823
+340
308
$1.46M 0.02%
12,945
+3,254
309
$1.46M 0.02%
4,392
-1,710
310
$1.44M 0.02%
16,308
-1,518
311
$1.43M 0.02%
24,499
+5,615
312
$1.42M 0.02%
60,166
+22,484
313
$1.41M 0.02%
19,671
+4,481
314
$1.4M 0.02%
4,812
-944
315
$1.39M 0.02%
20,602
+2,436
316
$1.38M 0.02%
14,206
+3,207
317
$1.37M 0.02%
13,600
+3,398
318
$1.36M 0.02%
2,657
+40
319
$1.35M 0.02%
22,613
+6,289
320
$1.33M 0.02%
83,106
+36,775
321
$1.32M 0.02%
10,162
+676
322
$1.32M 0.02%
16,200
+7,800
323
$1.31M 0.02%
21,640
+5,526
324
$1.31M 0.02%
16,947
+960
325
$1.31M 0.02%
18,586
+4,472
11 12
13
14 15