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
676
$346K ﹤0.01%
12,158
+138
677
$343K ﹤0.01%
5,597
+693
678
$343K ﹤0.01%
840
+136
679
$341K ﹤0.01%
3,486
+329
680
$332K ﹤0.01%
5,060
-165
681
$332K ﹤0.01%
18,336
-2,677
682
$331K ﹤0.01%
4,379
-3
683
$330K ﹤0.01%
34,207
+3,239
684
$328K ﹤0.01%
23,303
+2,251
685
$327K ﹤0.01%
+1,132
686
$327K ﹤0.01%
7,900
687
$326K ﹤0.01%
3,273
+316
688
$324K ﹤0.01%
2,759
+324
689
$324K ﹤0.01%
7,922
-858
690
$324K ﹤0.01%
5,087
+1,349
691
$323K ﹤0.01%
+6,522
692
$323K ﹤0.01%
6,307
-13
693
$322K ﹤0.01%
2,297
+24
694
$321K ﹤0.01%
17,785
-2,517
695
$321K ﹤0.01%
5,097
+546
696
$319K ﹤0.01%
12,885
-10,390
697
$319K ﹤0.01%
1,894
+83
698
$312K ﹤0.01%
17,814
+99
699
$310K ﹤0.01%
6,284
+497
700
$310K ﹤0.01%
5,490
+633
26 27
28
29 30