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
576
$434K 0.01%
+5,690
577
$433K 0.01%
+3,130
578
$432K 0.01%
21,277
579
$432K 0.01%
9,804
+2
580
$431K 0.01%
16,306
+1,130
581
$430K 0.01%
1,857
+166
582
$428K 0.01%
173
-2
583
$428K 0.01%
+10,276
584
$427K 0.01%
6,477
+2,202
585
$427K 0.01%
4,224
+100
586
$427K 0.01%
10,078
+707
587
$425K 0.01%
8,091
588
$425K 0.01%
10,787
+2,784
589
$424K 0.01%
4,710
+26
590
$423K 0.01%
12,739
+916
591
$423K 0.01%
2,840
+169
592
$422K 0.01%
9,711
+643
593
$421K 0.01%
2,020
-347
594
$421K 0.01%
7,355
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595
$420K 0.01%
48,695
+2,391
596
$417K 0.01%
8,127
+732
597
$417K 0.01%
9,156
-1,191
598
$415K 0.01%
+11,353
599
$414K 0.01%
2,103
+163
600
$413K 0.01%
5,348
+1,968
22 23
24
25 26