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
151
$5.27M 0.06%
82,793
+4,854
152
$5.27M 0.06%
46,207
-5,335
153
$5.25M 0.06%
248,938
-870
154
$5.24M 0.06%
31,650
+21,090
155
$5.23M 0.06%
23,721
-7,329
156
$5.11M 0.06%
102,029
+3,333
157
$5.05M 0.06%
70,731
-12,139
158
$5.01M 0.06%
9,178
-4,336
159
$4.91M 0.06%
39,438
+16,859
160
$4.88M 0.06%
148,300
-84
161
$4.85M 0.06%
151,739
+47,361
162
$4.83M 0.06%
30,794
-12,288
163
$4.79M 0.06%
22,757
+1,858
164
$4.76M 0.06%
48,518
-1,042
165
$4.73M 0.06%
50,003
+4,840
166
$4.7M 0.06%
41,336
-3,932
167
$4.58M 0.06%
60,942
-13,040
168
$4.56M 0.06%
19,199
+1,603
169
$4.54M 0.06%
301,920
+12
170
$4.51M 0.06%
88,070
+4,150
171
$4.4M 0.05%
47,401
+20,376
172
$4.39M 0.05%
38,946
+2,368
173
$4.32M 0.05%
64,609
+23,786
174
$4.3M 0.05%
33,750
+14,429
175
$4.27M 0.05%
60,841
+20,823
5 6
7
8 9