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
101
$8.74M 0.11%
40,782
+23,543
102
$8.63M 0.11%
18,911
-5,704
103
$8.59M 0.1%
61,341
+35,573
104
$8.49M 0.1%
35,428
+19,101
105
$8.47M 0.1%
255,863
+16,471
106
$8.37M 0.1%
43,964
+22,627
107
$8.22M 0.1%
178,040
-2,068
108
$8.15M 0.1%
28,232
+12,234
109
$8.15M 0.1%
60,100
+29,551
110
$7.92M 0.1%
78,225
+40,741
111
$7.9M 0.1%
417,623
+201,236
112
$7.81M 0.1%
36,474
+1,692
113
$7.76M 0.09%
10,948
+6,396
114
$7.71M 0.09%
82,690
+4,086
115
$7.46M 0.09%
150,837
+3,830
116
$7.21M 0.09%
27,036
+4,761
117
$7.07M 0.09%
96,046
+57,632
118
$7.07M 0.09%
82,349
+53,331
119
$6.95M 0.08%
57,789
-61,502
120
$6.93M 0.08%
49,158
+21,061
121
$6.85M 0.08%
128,087
+39,578
122
$6.6M 0.08%
+88,841
123
$6.58M 0.08%
48,438
+1,643
124
$6.55M 0.08%
247,674
+85,715
125
$6.52M 0.08%
16,779
+1,952
3 4
5
6 7