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
451
$658K 0.01%
37,669
452
$656K 0.01%
11,624
-963
453
$655K 0.01%
7,813
+899
454
$654K 0.01%
18,335
+2,195
455
$650K 0.01%
12,593
-2,646
456
$646K 0.01%
6,507
+507
457
$641K 0.01%
6,136
-480
458
$641K 0.01%
+51,814
459
$640K 0.01%
756
+26
460
$640K 0.01%
10,889
+27
461
$637K 0.01%
2,970
+60
462
$637K 0.01%
10,209
+6,689
463
$636K 0.01%
9,396
+1,626
464
$635K 0.01%
12,823
-15,717
465
$629K 0.01%
32,666
+63
466
$628K 0.01%
16,005
+1,737
467
$627K 0.01%
4,581
-1,527
468
$625K 0.01%
4,174
-538
469
$623K 0.01%
12,371
+340
470
$620K 0.01%
9,846
+20
471
$619K 0.01%
25,470
+3,270
472
$617K 0.01%
18,316
+4,204
473
$614K 0.01%
8,796
+5,428
474
$610K 0.01%
8,183
-40
475
$604K 0.01%
21,030
+1,743
17 18
19
20 21