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
126
$6.5M 0.08%
154,600
+200
127
$6.47M 0.08%
67,544
-11,577
128
$6.39M 0.08%
11,610
+864
129
$6.36M 0.08%
57,954
-4,642
130
$6.34M 0.08%
30,635
-19,326
131
$6.33M 0.08%
126,883
+112,143
132
$6.28M 0.08%
62,607
+22,286
133
$6.26M 0.08%
44,613
+3,261
134
$6.26M 0.08%
68,575
-25,325
135
$6.15M 0.08%
198,150
-520
136
$6.11M 0.07%
125,061
-48,954
137
$6.11M 0.07%
40,281
+942
138
$6.07M 0.07%
25,403
+13,469
139
$6.05M 0.07%
146,436
-50,374
140
$6.04M 0.07%
55,928
-19,236
141
$5.97M 0.07%
534,302
-225,675
142
$5.79M 0.07%
154,964
+62,198
143
$5.77M 0.07%
59,453
+49,884
144
$5.68M 0.07%
79,001
+5,436
145
$5.64M 0.07%
16,842
+13,935
146
$5.63M 0.07%
+198,017
147
$5.62M 0.07%
61,676
+4,625
148
$5.48M 0.07%
23,276
-17,897
149
$5.46M 0.07%
31,313
+1,904
150
$5.41M 0.07%
123,421
+619
4 5
6
7 8