Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
26
$33.5M 0.41%
449,564
+24,037
27
$33.2M 0.4%
205,461
+32,146
28
$33.2M 0.4%
1,392,038
+86,097
29
$32.3M 0.39%
178,754
+34,397
30
$30.6M 0.37%
1,518,453
+1,090,874
31
$28.7M 0.35%
1,482,313
+96,033
32
$28.4M 0.35%
106,717
+14,014
33
$26.2M 0.32%
383,624
+185,746
34
$26.1M 0.32%
259,308
-2,726
35
$26M 0.32%
81,393
+58,222
36
$25.9M 0.32%
173,756
+35,757
37
$24.9M 0.3%
281,849
-102,155
38
$24.4M 0.3%
225,892
+4,285
39
$24.3M 0.3%
344,411
+27,089
40
$24M 0.29%
62,591
+29,835
41
$23.9M 0.29%
75,570
+4,796
42
$23.8M 0.29%
268,207
+19,514
43
$22.6M 0.28%
168,765
-72,549
44
$22M 0.27%
74,655
+15,284
45
$21.6M 0.26%
62,215
+33,469
46
$21.6M 0.26%
184,412
+9,852
47
$21.3M 0.26%
63,162
+11,905
48
$19.3M 0.24%
72,896
+39,316
49
$19.3M 0.24%
408,327
+111,354
50
$19M 0.23%
223,739
+98,711
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