Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$119M
2
+$29.9M
3
+$21.9M
4
NVDA icon
NVIDIA
NVDA
+$20.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.9M

Top Sells

1
+$83.1M
2
+$9.71M
3
+$9.19M
4
AKAM icon
Akamai
AKAM
+$8.84M
5
CRM icon
Salesforce
CRM
+$8.3M

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
826
$60.8K ﹤0.01%
+12,913
827
$58.1K ﹤0.01%
+3,682
828
$57.2K ﹤0.01%
7,099
-17,891
829
$46.8K ﹤0.01%
10,555
830
$41.4K ﹤0.01%
73,044
831
$40.9K ﹤0.01%
1,689
832
$38.3K ﹤0.01%
+748
833
$28.8K ﹤0.01%
133
-23
834
$23.2K ﹤0.01%
+3,446
835
$19.4K ﹤0.01%
13,824
836
$17.6K ﹤0.01%
14,702
-315
837
$16K ﹤0.01%
+1,740
838
$15.8K ﹤0.01%
13,700
839
$8.79K ﹤0.01%
+13,320
840
$8.79K ﹤0.01%
360
841
$7.91K ﹤0.01%
667
842
$6.31K ﹤0.01%
240
843
$3.65K ﹤0.01%
128
-23,498
844
– –
-2,498
845
– –
-3,755
846
– –
-13,805
847
– –
-2,555
848
– –
-110,116
849
– –
0
850
– –
-5,727
32 33
34
35 36