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
601
$411K 0.01%
13,577
+969
602
$410K 0.01%
6,948
+544
603
$409K 0.01%
+8,912
604
$407K 0.01%
3,453
605
$407K 0.01%
875
+89
606
$407K 0.01%
9,058
+745
607
$407K 0.01%
21,680
608
$406K ﹤0.01%
31,676
+4,452
609
$404K ﹤0.01%
+3,576
610
$403K ﹤0.01%
4,446
-1,836
611
$401K ﹤0.01%
7,755
-800
612
$401K ﹤0.01%
5,234
+35
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
+1,029
617
$397K ﹤0.01%
29,928
+2,825
618
$397K ﹤0.01%
3,451
-205
619
$396K ﹤0.01%
11,360
+832
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