Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
76
$12M 0.15%
165,955
-1,311
77
$11.7M 0.14%
52,809
+29,274
78
$11.6M 0.14%
23,763
+1,509
79
$11.5M 0.14%
67,507
+33,539
80
$11.1M 0.14%
842,486
+2,916
81
$10.9M 0.13%
217,877
+85,139
82
$10.7M 0.13%
144,849
-3,864
83
$10.6M 0.13%
30,282
+951
84
$10.5M 0.13%
266,664
+87,853
85
$10.2M 0.12%
124,379
+61,961
86
$10.1M 0.12%
104,118
+6,990
87
$9.99M 0.12%
37,919
-20,550
88
$9.85M 0.12%
132,222
+4,297
89
$9.82M 0.12%
533,182
+281,294
90
$9.73M 0.12%
41,970
+1,727
91
$9.71M 0.12%
116,163
+23,822
92
$9.64M 0.12%
87,657
-33,553
93
$9.21M 0.11%
128,207
-17,649
94
$9.08M 0.11%
62,200
-724
95
$8.9M 0.11%
102,448
+17,182
96
$8.87M 0.11%
53,680
+6,342
97
$8.83M 0.11%
257,967
-80,653
98
$8.82M 0.11%
35,553
+15,459
99
$8.77M 0.11%
135,444
+40,970
100
$8.74M 0.11%
114,815
+3,292
2 3
4
5 6