Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
+$119M
2
+$29.9M
3
+$21.9M
4
NVDA icon
NVIDIA
NVDA
+$20.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.9M

Top Sells

1
+$83.1M
2
+$9.71M
3
+$9.19M
4
AKAM icon
Akamai
AKAM
+$8.84M
5
CRM icon
Salesforce
CRM
+$8.3M

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
1
$940M 16.63%
45,901,460
+5,848,023
2
$568M 10.04%
1,484,752
+77,856
3
$257M 4.54%
1,975,778
+121,262
4
$220M 3.89%
10,478,294
-362,328
5
$139M 2.47%
1,475,545
+43,043
6
$132M 2.33%
550,466
-15,224
7
$121M 2.14%
835,400
-3,541
8
$90.7M 1.6%
1,417,791
+47,269
9
$79.6M 1.41%
1,361,234
-24,781
10
$69.4M 1.23%
1,446,762
-68,730
11
$59.7M 1.06%
4,087,240
+1,402,010
12
$56.8M 1%
1,120,529
+4,894
13
$55.3M 0.98%
975,148
+31,867
14
$51.2M 0.91%
1,119,766
+39,634
15
$49.6M 0.88%
93,473
+9,061
16
$46.3M 0.82%
242,308
+103,411
17
$45.9M 0.81%
546,415
+31,574
18
$45.3M 0.8%
333,411
+47,549
19
$43.5M 0.77%
993,598
+122,172
20
$38.6M 0.68%
475,805
+186,625
21
$38.4M 0.68%
856,033
-14,651
22
$38M 0.67%
1,224,079
-90,556
23
$37.1M 0.66%
209,823
+27,187
24
$36.5M 0.65%
172,416
+1,913
25
$34.3M 0.61%
310,825
+32,083
1
2 3 4 5