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
501
$545K 0.01%
5,872
+590
502
$543K 0.01%
2,905
+332
503
$542K 0.01%
20,477
-1,400
504
$542K 0.01%
16,531
+59
505
$541K 0.01%
1,689
-750
506
$538K 0.01%
4,741
-1,403
507
$537K 0.01%
6,728
+81
508
$535K 0.01%
15,680
+1,235
509
$531K 0.01%
22,029
-3,125
510
$531K 0.01%
+16,611
511
$530K 0.01%
7,928
+905
512
$529K 0.01%
6,243
+2,359
513
$529K 0.01%
5,314
-701
514
$522K 0.01%
113,463
515
$520K 0.01%
5,481
-132
516
$518K 0.01%
40,750
+7
517
$514K 0.01%
2,859
-450
518
$512K 0.01%
11,328
+61
519
$506K 0.01%
7,721
+618
520
$505K 0.01%
4,007
+196
521
$505K 0.01%
36,325
+2,107
522
$502K 0.01%
+9,084
523
$501K 0.01%
12,089
+427
524
$498K 0.01%
41,990
+10,080
525
$497K 0.01%
30,670
19 20
21
22 23