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
776
$226K ﹤0.01%
+2,288
777
$225K ﹤0.01%
6,828
778
$225K ﹤0.01%
+2,967
779
$224K ﹤0.01%
4,445
-2,178
780
$223K ﹤0.01%
10,110
781
$223K ﹤0.01%
1,685
-29
782
$222K ﹤0.01%
1,065
-76
783
$220K ﹤0.01%
965
-19
784
$219K ﹤0.01%
+4,250
785
$218K ﹤0.01%
+847
786
$218K ﹤0.01%
+1,086
787
$215K ﹤0.01%
1,450
788
$215K ﹤0.01%
+2,386
789
$213K ﹤0.01%
15,122
-336
790
$211K ﹤0.01%
4,892
-2,798
791
$211K ﹤0.01%
4,279
792
$210K ﹤0.01%
+6,200
793
$209K ﹤0.01%
16,895
+947
794
$208K ﹤0.01%
+2,229
795
$206K ﹤0.01%
21,133
-2,921
796
$204K ﹤0.01%
3,110
-1,807
797
$202K ﹤0.01%
+13,512
798
$200K ﹤0.01%
+4,560
799
$200K ﹤0.01%
+3,352
800
$198K ﹤0.01%
+13,813
30 31
32
33 34