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
26
$33.5M 0.59%
449,564
+24,037
27
$33.2M 0.59%
205,461
+32,146
28
$33.2M 0.59%
1,392,038
+86,097
29
$32.3M 0.57%
178,754
+34,397
30
$30.6M 0.54%
1,518,453
+1,090,874
31
$28.7M 0.51%
1,482,313
+96,033
32
$28.4M 0.5%
106,717
+14,014
33
$26.2M 0.46%
383,624
+185,746
34
$26.1M 0.46%
259,308
-2,726
35
$26M 0.46%
81,393
+58,222
36
$25.9M 0.46%
173,756
+35,757
37
$24.9M 0.44%
281,849
-102,155
38
$24.4M 0.43%
225,892
+4,285
39
$24.3M 0.43%
688,822
+54,178
40
$24M 0.43%
62,591
+29,835
41
$23.9M 0.42%
75,570
+4,796
42
$23.8M 0.42%
268,207
+19,514
43
$22.6M 0.4%
168,765
-72,549
44
$22M 0.39%
746,550
+152,840
45
$21.6M 0.38%
62,215
+33,469
46
$21.6M 0.38%
184,412
+9,852
47
$21.3M 0.38%
63,162
+11,905
48
$19.3M 0.34%
72,896
+39,316
49
$19.3M 0.34%
408,327
+111,354
50
$19M 0.34%
223,739
+98,711
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