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
326
$1.3M 0.02%
4,225
-5,542
327
$1.3M 0.02%
31,382
-5,510
328
$1.29M 0.02%
15,785
-235
329
$1.28M 0.02%
12,193
-475
330
$1.27M 0.02%
14,338
+763
331
$1.27M 0.02%
31,257
+5,465
332
$1.27M 0.02%
15,066
-990
333
$1.27M 0.02%
12,638
-13,475
334
$1.27M 0.02%
+14,296
335
$1.24M 0.02%
14,919
-46,854
336
$1.24M 0.02%
27,899
-4,360
337
$1.24M 0.02%
26,453
+5,145
338
$1.22M 0.01%
14,529
+4,694
339
$1.22M 0.01%
16,733
+4,275
340
$1.21M 0.01%
9,856
+461
341
$1.19M 0.01%
10,261
+1,043
342
$1.19M 0.01%
31,268
+13,556
343
$1.16M 0.01%
46,134
+4,404
344
$1.16M 0.01%
4,709
+81
345
$1.15M 0.01%
18,302
+5,121
346
$1.15M 0.01%
18,596
-3,014
347
$1.14M 0.01%
9,125
-114
348
$1.14M 0.01%
10,813
+538
349
$1.13M 0.01%
6,172
+816
350
$1.13M 0.01%
27,630
-580
12 13
14
15 16