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
401
$853K 0.02%
3,490
+14
402
$853K 0.02%
5,278
-114
403
$847K 0.02%
2,823
-84
404
$847K 0.02%
13,112
-356
405
$839K 0.01%
7,559
+20
406
$838K 0.01%
2,530
+246
407
$833K 0.01%
13,132
+400
408
$829K 0.01%
24,246
-20,935
409
$823K 0.01%
6,070
-763
410
$822K 0.01%
52,105
-527
411
$819K 0.01%
5,183
+12
412
$805K 0.01%
22,459
-328
413
$805K 0.01%
141,153
414
$804K 0.01%
11,725
+8,180
415
$802K 0.01%
4,254
+2,805
416
$791K 0.01%
9,707
-100
417
$787K 0.01%
19,710
+9
418
$784K 0.01%
16,015
+1,272
419
$778K 0.01%
18,072
+56
420
$774K 0.01%
34,035
+23,203
421
$768K 0.01%
11,331
-1,203
422
$768K 0.01%
8,766
+288
423
$765K 0.01%
70,398
+1,582
424
$763K 0.01%
17,489
+626
425
$758K 0.01%
+6,534
15 16
17
18 19