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
626
$390K ﹤0.01%
4,200
+656
627
$389K ﹤0.01%
9,000
628
$389K ﹤0.01%
17,667
-21
629
$388K ﹤0.01%
2,867
630
$388K ﹤0.01%
6,885
+1,215
631
$387K ﹤0.01%
7,863
+999
632
$385K ﹤0.01%
28,076
+57
633
$384K ﹤0.01%
14,550
634
$382K ﹤0.01%
1,076
+61
635
$382K ﹤0.01%
26,543
+2,746
636
$379K ﹤0.01%
20,627
+1,762
637
$379K ﹤0.01%
11,656
+1,004
638
$379K ﹤0.01%
9,436
+834
639
$379K ﹤0.01%
+7,400
640
$378K ﹤0.01%
11,709
+1,147
641
$377K ﹤0.01%
10,482
+1,028
642
$377K ﹤0.01%
17,637
+1,750
643
$375K ﹤0.01%
12,000
644
$375K ﹤0.01%
26,561
+855
645
$374K ﹤0.01%
40,592
-250
646
$372K ﹤0.01%
10,414
+1,104
647
$372K ﹤0.01%
12,739
+1,105
648
$370K ﹤0.01%
17,023
+5
649
$370K ﹤0.01%
3,224
+74
650
$369K ﹤0.01%
23,812
+2,400
24 25
26
27 28