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
701
$309K ﹤0.01%
26,495
+1,439
702
$309K ﹤0.01%
8,000
703
$308K ﹤0.01%
25,407
-12,715
704
$305K ﹤0.01%
1,997
-20
705
$302K ﹤0.01%
21,000
706
$302K ﹤0.01%
1,431
+64
707
$300K ﹤0.01%
+2,400
708
$297K ﹤0.01%
3,494
-379
709
$294K ﹤0.01%
2,871
+73
710
$293K ﹤0.01%
16,750
711
$293K ﹤0.01%
7,224
+123
712
$291K ﹤0.01%
8,041
-1,255
713
$288K ﹤0.01%
19,500
-2,500
714
$287K ﹤0.01%
3,157
+10
715
$287K ﹤0.01%
17,631
+452
716
$286K ﹤0.01%
834
-8
717
$284K ﹤0.01%
+657
718
$284K ﹤0.01%
5,691
+943
719
$282K ﹤0.01%
883
-51
720
$281K ﹤0.01%
+1,936
721
$279K ﹤0.01%
3,974
722
$278K ﹤0.01%
6,820
+23
723
$278K ﹤0.01%
1,754
-191
724
$277K ﹤0.01%
+3,941
725
$277K ﹤0.01%
+4,877
27 28
29
30 31