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
376
$967K 0.01%
92,256
377
$966K 0.01%
16,884
+4,053
378
$964K 0.01%
60,038
+2,531
379
$958K 0.01%
5,697
+654
380
$949K 0.01%
+15,559
381
$940K 0.01%
5,495
+2,060
382
$938K 0.01%
34,900
-978
383
$937K 0.01%
7,383
+968
384
$936K 0.01%
1,197
+90
385
$926K 0.01%
6,972
-62
386
$917K 0.01%
6,260
+192
387
$912K 0.01%
+19,063
388
$911K 0.01%
32,800
+3,650
389
$908K 0.01%
39,324
+171
390
$908K 0.01%
5,789
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391
$898K 0.01%
41,055
+2,661
392
$891K 0.01%
2,931
-3,097
393
$875K 0.01%
5,025
+2,639
394
$874K 0.01%
20,000
395
$871K 0.01%
1,594
+426
396
$866K 0.01%
26,323
-13
397
$866K 0.01%
8,304
+898
398
$859K 0.01%
3,487
-190
399
$858K 0.01%
3,641
+1,003
400
$855K 0.01%
29,585
-6,582
14 15
16
17 18