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
476
$603K 0.01%
5,214
-15
477
$596K 0.01%
12,198
+897
478
$591K 0.01%
8,372
479
$589K 0.01%
7,895
+484
480
$586K 0.01%
10,284
+2,216
481
$583K 0.01%
4,313
-88
482
$581K 0.01%
5,356
-2,249
483
$580K 0.01%
15,659
+60
484
$579K 0.01%
8,550
+5,084
485
$578K 0.01%
9,897
486
$576K 0.01%
798
+153
487
$575K 0.01%
8,992
+3,978
488
$571K 0.01%
2,632
-12
489
$569K 0.01%
3,195
+215
490
$560K 0.01%
19,068
+7,582
491
$560K 0.01%
387
+1
492
$559K 0.01%
3,800
+35
493
$558K 0.01%
10,990
+1,988
494
$557K 0.01%
2,544
+762
495
$555K 0.01%
4,329
+227
496
$554K 0.01%
+6,492
497
$551K 0.01%
23,192
+4,192
498
$551K 0.01%
2,690
+12
499
$551K 0.01%
24,174
500
$549K 0.01%
4,252
-1,340
18 19
20
21 22