Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$119M
2
+$29.9M
3
+$21.9M
4
NVDA icon
NVIDIA
NVDA
+$20.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.9M

Top Sells

1
+$83.1M
2
+$9.71M
3
+$9.19M
4
AKAM icon
Akamai
AKAM
+$8.84M
5
CRM icon
Salesforce
CRM
+$8.3M

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
601
$411K 0.01%
13,577
+969
602
$410K 0.01%
6,948
+544
603
$409K 0.01%
+8,912
604
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3,453
605
$407K 0.01%
875
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606
$407K 0.01%
9,058
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607
$407K 0.01%
21,680
608
$406K 0.01%
31,676
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609
$404K 0.01%
+3,576
610
$403K 0.01%
4,446
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611
$401K 0.01%
7,755
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612
$401K 0.01%
5,234
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613
$400K 0.01%
5,067
614
$398K 0.01%
10,189
+2,162
615
$397K 0.01%
28,427
+3,184
616
$397K 0.01%
16,755
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617
$397K 0.01%
29,928
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618
$397K 0.01%
3,451
-205
619
$396K 0.01%
11,360
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620
$394K 0.01%
18,154
+1,022
621
$393K 0.01%
7,087
+830
622
$393K 0.01%
+5,758
623
$392K 0.01%
1,700
+509
624
$392K 0.01%
11,560
+1,065
625
$391K 0.01%
8,332
+582
23 24
25
26 27