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
901
– –
-1,059
902
– –
-19,470
903
– –
-10,000
904
– –
-195,291
905
– –
-33,148
906
– –
-3,922,091
907
– –
-2,309
908
– –
-155,723
909
– –
-11,549
33 34 35 36
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