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
176
$4.25M 0.05%
32,401
+1,073
177
$4.24M 0.05%
41,742
+360
178
$4.21M 0.05%
127,451
+3,586
179
$4.17M 0.05%
43,768
+6,111
180
$4.17M 0.05%
144,240
-27,793
181
$4.16M 0.05%
71,942
-23,446
182
$4.09M 0.05%
41,040
+20,125
183
$4.07M 0.05%
+80,521
184
$4.07M 0.05%
80,257
+40,140
185
$4M 0.05%
12,250
+2,010
186
$3.96M 0.05%
120,551
+30,538
187
$3.82M 0.05%
21,953
+325
188
$3.77M 0.05%
14,834
+4,224
189
$3.65M 0.04%
16,565
-5,243
190
$3.65M 0.04%
28,102
+25,402
191
$3.63M 0.04%
39,659
+15,989
192
$3.63M 0.04%
72,057
+1,050
193
$3.54M 0.04%
76,189
-3,759
194
$3.45M 0.04%
46,346
+4,382
195
$3.44M 0.04%
17,275
-20,227
196
$3.41M 0.04%
28,867
+1,923
197
$3.37M 0.04%
31,954
+13,428
198
$3.36M 0.04%
38,459
+18,588
199
$3.29M 0.04%
7,438
+448
200
$3.29M 0.04%
67,945
+2,640
6 7
8
9 10