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
201
$3.26M 0.04%
42,616
+5,221
202
$3.25M 0.04%
29,577
+312
203
$3.25M 0.04%
15,268
+936
204
$3.25M 0.04%
6,350
+244
205
$3.25M 0.04%
24,495
-56,866
206
$3.22M 0.04%
44,692
+6,652
207
$3.13M 0.04%
74,634
+10,332
208
$3.13M 0.04%
1,552
+1,374
209
$3.12M 0.04%
30,416
+24,484
210
$3.07M 0.04%
40,796
-12,900
211
$3M 0.04%
62,775
+116
212
$2.95M 0.04%
74,490
-8,947
213
$2.93M 0.04%
30,749
+13,690
214
$2.92M 0.04%
47,106
+18,763
215
$2.9M 0.04%
38,955
+556
216
$2.89M 0.04%
43,291
+1,063
217
$2.85M 0.03%
177,258
+40,594
218
$2.83M 0.03%
81,776
+35,520
219
$2.82M 0.03%
+50,320
220
$2.82M 0.03%
149,976
-20,087
221
$2.8M 0.03%
12,186
+6,085
222
$2.8M 0.03%
90,230
+74,352
223
$2.79M 0.03%
27,068
+1,919
224
$2.76M 0.03%
38,779
+17,837
225
$2.76M 0.03%
14,405
-428
7 8
9
10 11