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
526
$496K 0.01%
8,859
527
$495K 0.01%
5,976
+1,604
528
$495K 0.01%
26,357
+1,432
529
$494K 0.01%
10,839
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530
$492K 0.01%
25,973
+1,331
531
$492K 0.01%
5,200
+377
532
$490K 0.01%
21,200
-2,900
533
$489K 0.01%
2,192
+550
534
$488K 0.01%
7,196
+884
535
$487K 0.01%
3,888
-186
536
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1,211
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537
$483K 0.01%
3,316
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538
$483K 0.01%
+1,806
539
$479K 0.01%
9,563
-4,827
540
$479K 0.01%
6,236
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541
$478K 0.01%
3,370
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542
$477K 0.01%
21,482
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$476K 0.01%
4,137
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544
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31,704
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545
$468K 0.01%
26,250
546
$467K 0.01%
780
-101
547
$467K 0.01%
10,414
-3,672
548
$466K 0.01%
2,485
+198
549
$466K 0.01%
1,662
-64
550
$466K 0.01%
+11,720
20 21
22
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