Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
51
$18.9M 0.23%
153,390
+40,328
52
$18.7M 0.23%
60,631
+2,741
53
$18.7M 0.23%
103,932
+34,220
54
$17.8M 0.22%
716,698
+12,509
55
$17.7M 0.22%
405,033
+42,386
56
$17.4M 0.21%
606,135
+300,285
57
$17.3M 0.21%
114,050
-6,880
58
$17.2M 0.21%
208,005
+90,276
59
$16.8M 0.21%
368,783
-796
60
$16.5M 0.2%
48,140
-43
61
$16.2M 0.2%
98,981
-595
62
$15.9M 0.19%
309,502
+79,430
63
$15.7M 0.19%
42,890
+2,749
64
$15.3M 0.19%
447,636
+47,930
65
$15M 0.18%
268,960
+97,460
66
$14.6M 0.18%
55,582
+22,525
67
$13.8M 0.17%
36,756
-1,628
68
$12.9M 0.16%
30,021
+102
69
$12.8M 0.16%
195,575
-12,623
70
$12.7M 0.16%
61,277
-25,755
71
$12.5M 0.15%
71,684
-1,033
72
$12.5M 0.15%
112,372
+31,607
73
$12.5M 0.15%
283,150
-14,521
74
$12.3M 0.15%
257,437
+10,451
75
$12.1M 0.15%
121,837
+37,065
1 2
3
4 5