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
751
$252K ﹤0.01%
1,566
-2,781
752
$250K ﹤0.01%
3,312
-27
753
$250K ﹤0.01%
2,110
-496
754
$249K ﹤0.01%
11,327
+500
755
$248K ﹤0.01%
2,031
-132
756
$247K ﹤0.01%
+4,079
757
$245K ﹤0.01%
2,687
+307
758
$244K ﹤0.01%
+3,528
759
$241K ﹤0.01%
+8,966
760
$240K ﹤0.01%
+3,070
761
$238K ﹤0.01%
10,595
-2,808
762
$237K ﹤0.01%
+3,085
763
$237K ﹤0.01%
+12,879
764
$237K ﹤0.01%
9,150
-2,643
765
$236K ﹤0.01%
+5,249
766
$236K ﹤0.01%
17,216
-10,155
767
$236K ﹤0.01%
9,701
768
$235K ﹤0.01%
+7,420
769
$232K ﹤0.01%
+6,681
770
$231K ﹤0.01%
+8,025
771
$231K ﹤0.01%
+4,223
772
$231K ﹤0.01%
12,399
-5,597
773
$228K ﹤0.01%
2,429
+35
774
$226K ﹤0.01%
+20,332
775
$226K ﹤0.01%
+5,226
29 30
31
32 33