Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$119M
2
+$29.9M
3
+$21.9M
4
NVDA icon
NVIDIA
NVDA
+$20.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.9M

Top Sells

1
+$83.1M
2
+$9.71M
3
+$9.19M
4
AKAM icon
Akamai
AKAM
+$8.84M
5
CRM icon
Salesforce
CRM
+$8.3M

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
351
$1.13M 0.02%
36,920
-339
352
$1.12M 0.02%
6,478
-889
353
$1.12M 0.02%
7,927
+923
354
$1.09M 0.02%
36,076
+15,560
355
$1.09M 0.02%
4,862
+1,152
356
$1.09M 0.02%
5,139
-1,327
357
$1.08M 0.02%
6,067
-468
358
$1.08M 0.02%
+37,556
359
$1.07M 0.02%
22,424
+6,109
360
$1.07M 0.02%
3,436
+279
361
$1.06M 0.02%
24,291
-376
362
$1.06M 0.02%
7,676
+312
363
$1.06M 0.02%
10,034
+3,678
364
$1.06M 0.02%
2,717
+1,190
365
$1.05M 0.02%
23,116
+6,159
366
$1.05M 0.02%
295,368
-105,963
367
$1.05M 0.02%
13,475
-2,055
368
$1.05M 0.02%
12,525
+1,208
369
$1.05M 0.02%
16,810
+702
370
$1.03M 0.02%
8,755
-9,624
371
$1.03M 0.02%
9,875
+3,047
372
$1.02M 0.02%
25,406
+7,613
373
$973K 0.02%
3,922
+990
374
$972K 0.02%
11,633
+3,367
375
$971K 0.02%
17,515
-678
13 14
15
16 17