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
801
$191K ﹤0.01%
6,767
-122,655
802
$186K ﹤0.01%
5,953
-2,868
803
$186K ﹤0.01%
10,122
-8,312
804
$186K ﹤0.01%
13,533
805
$182K ﹤0.01%
30,740
806
$181K ﹤0.01%
28,146
-458,974
807
$170K ﹤0.01%
16,100
-2,200
808
$161K ﹤0.01%
+3,306
809
$152K ﹤0.01%
13,026
810
$140K ﹤0.01%
12,119
-19,931
811
$139K ﹤0.01%
+24,491
812
$135K ﹤0.01%
11,417
813
$131K ﹤0.01%
1,925
-42
814
$131K ﹤0.01%
15,575
-12,333
815
$128K ﹤0.01%
+40,000
816
$120K ﹤0.01%
+8,464
817
$108K ﹤0.01%
40,276
-21,666
818
$96.9K ﹤0.01%
1,392
+74
819
$95K ﹤0.01%
9,224
820
$88.3K ﹤0.01%
35,308
821
$84.8K ﹤0.01%
+16,000
822
$73.7K ﹤0.01%
10,536
+9
823
$64.5K ﹤0.01%
31,307
824
$62K ﹤0.01%
141,000
+45,000
825
$61.8K ﹤0.01%
11,130
-56
31 32
33
34 35