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
651
$368K ﹤0.01%
7,790
-5,998
652
$368K ﹤0.01%
1,702
+8
653
$367K ﹤0.01%
4,723
+2
654
$367K ﹤0.01%
9,748
-889
655
$366K ﹤0.01%
10,979
+2,331
656
$366K ﹤0.01%
+4,246
657
$365K ﹤0.01%
9,694
-899
658
$365K ﹤0.01%
12,356
+1,202
659
$363K ﹤0.01%
2,753
-524
660
$363K ﹤0.01%
+2,991
661
$361K ﹤0.01%
+2,436
662
$360K ﹤0.01%
4,977
-7,030
663
$359K ﹤0.01%
5,634
-64
664
$356K ﹤0.01%
13,093
+1,184
665
$356K ﹤0.01%
6,334
+312
666
$354K ﹤0.01%
18,852
+1,812
667
$354K ﹤0.01%
6,190
+1,361
668
$353K ﹤0.01%
15,750
+953
669
$353K ﹤0.01%
2,258
+166
670
$352K ﹤0.01%
3,111
-211
671
$350K ﹤0.01%
36,281
+3,605
672
$350K ﹤0.01%
6,004
-862
673
$349K ﹤0.01%
+2,105
674
$348K ﹤0.01%
14,244
+1,307
675
$348K ﹤0.01%
6,382
+2,203
25 26
27
28 29