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
426
$749K 0.01%
4,994
-1,175
427
$746K 0.01%
7,157
+2,492
428
$745K 0.01%
9,731
-188
429
$740K 0.01%
+5,195
430
$740K 0.01%
6,373
-80
431
$736K 0.01%
18,889
+485
432
$730K 0.01%
14,451
433
$725K 0.01%
1,545
+305
434
$718K 0.01%
13,639
+923
435
$713K 0.01%
13,554
-715
436
$708K 0.01%
24,550
-3,150
437
$705K 0.01%
6,196
-390
438
$701K 0.01%
20,797
-10,217
439
$700K 0.01%
4,431
+361
440
$699K 0.01%
37,129
441
$695K 0.01%
16,974
-1,770
442
$693K 0.01%
11,255
-4,761
443
$680K 0.01%
6,368
-931
444
$674K 0.01%
+10,134
445
$670K 0.01%
11,397
+2,475
446
$669K 0.01%
31,426
447
$667K 0.01%
19,202
-10,968
448
$662K 0.01%
31,583
+4,431
449
$662K 0.01%
10,464
+1,619
450
$661K 0.01%
323,864
16 17
18
19 20