Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
1
$940M 11.47%
45,901,460
+5,848,023
2
$568M 6.92%
1,484,752
+77,856
3
$257M 3.13%
1,975,778
+121,262
4
$220M 2.68%
10,478,294
-362,328
5
$139M 1.7%
1,475,545
+43,043
6
$132M 1.61%
550,466
-15,224
7
$121M 1.48%
835,400
-3,541
8
$90.7M 1.11%
1,417,791
+47,269
9
$79.6M 0.97%
1,361,234
-24,781
10
$69.4M 0.85%
1,446,762
-68,730
11
$59.7M 0.73%
4,087,240
+1,402,010
12
$56.8M 0.69%
1,120,529
+4,894
13
$55.3M 0.67%
975,148
+31,867
14
$51.2M 0.62%
1,119,766
+39,634
15
$49.6M 0.6%
93,473
+9,061
16
$46.3M 0.57%
242,308
+103,411
17
$45.9M 0.56%
546,415
+31,574
18
$45.3M 0.55%
333,411
+47,549
19
$43.5M 0.53%
496,799
+61,086
20
$38.6M 0.47%
475,805
+186,625
21
$38.4M 0.47%
856,033
-14,651
22
$38M 0.46%
1,224,079
-90,556
23
$37.1M 0.45%
209,823
+27,187
24
$36.5M 0.45%
172,416
+1,913
25
$34.3M 0.42%
310,825
+32,083
1
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