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
726
$276K ﹤0.01%
260,465
+45,363
727
$275K ﹤0.01%
23,660
+2,708
728
$274K ﹤0.01%
4,565
+465
729
$273K ﹤0.01%
+1,137
730
$272K ﹤0.01%
60,710
731
$268K ﹤0.01%
+4,193
732
$268K ﹤0.01%
757
-460
733
$267K ﹤0.01%
1,700
-197
734
$266K ﹤0.01%
4,050
735
$266K ﹤0.01%
+5,154
736
$265K ﹤0.01%
+9,400
737
$262K ﹤0.01%
+4,500
738
$262K ﹤0.01%
+4,223
739
$262K ﹤0.01%
+1,017
740
$262K ﹤0.01%
2,402
+496
741
$262K ﹤0.01%
7,442
-4,120
742
$260K ﹤0.01%
+3,477
743
$260K ﹤0.01%
8,181
+412
744
$259K ﹤0.01%
4,450
-1,284
745
$259K ﹤0.01%
3,116
-170
746
$258K ﹤0.01%
8,119
747
$257K ﹤0.01%
4,657
-388
748
$257K ﹤0.01%
26,575
+104
749
$256K ﹤0.01%
1,905
-132
750
$254K ﹤0.01%
5,142
-443
28 29
30
31 32