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
551
$464K 0.01%
4,352
+424
552
$463K 0.01%
+14,115
553
$463K 0.01%
36,423
+2,053
554
$462K 0.01%
8,068
+276
555
$461K 0.01%
4,374
-48
556
$458K 0.01%
9,713
+157
557
$458K 0.01%
3,191
+1,174
558
$456K 0.01%
15,025
559
$456K 0.01%
7,018
+2,496
560
$455K 0.01%
52,634
-4,748
561
$450K 0.01%
1,813
+1
562
$450K 0.01%
6,841
+1,767
563
$448K 0.01%
2,809
-42
564
$448K 0.01%
24,952
+1,452
565
$447K 0.01%
2,449
+252
566
$445K 0.01%
14,000
567
$442K 0.01%
5,277
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568
$441K 0.01%
1,273
+376
569
$439K 0.01%
4,484
-3,407
570
$438K 0.01%
9,476
+83
571
$438K 0.01%
5,344
+979
572
$438K 0.01%
3,553
+309
573
$437K 0.01%
5,282
+344
574
$436K 0.01%
4,680
+272
575
$435K 0.01%
4,374
+235
21 22
23
24 25