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
$19.1B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1
+$401M
2
+$75M
3
+$61.7M
4
AAPL icon
Apple
AAPL
+$50.5M
5
AMZN icon
Amazon
AMZN
+$45.1M

Top Sells

1
+$2.11B
2
+$736M
3
+$66.7M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$66.5M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$66.4M

Sector Composition

1 Technology 17.48%
2 Financials 4.93%
3 Consumer Discretionary 3.76%
4 Communication Services 3.48%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLQ
1401
Clough Global Equity Fund
GLQ
$145M
$104K ﹤0.01%
14,545
AMCR icon
1402
Amcor
AMCR
$19.5B
$103K ﹤0.01%
+11,225
NMR icon
1403
Nomura Holdings
NMR
$22.7B
$102K ﹤0.01%
15,476
-114
NIO icon
1404
NIO
NIO
$12.1B
$98.5K ﹤0.01%
28,727
-917
SLDB icon
1405
Solid Biosciences
SLDB
$404M
$98.3K ﹤0.01%
20,189
AGNC icon
1406
AGNC Investment
AGNC
$11.2B
$95.6K ﹤0.01%
10,263
-882
IBRX icon
1407
ImmunityBio
IBRX
$2.17B
$92.8K ﹤0.01%
+35,163
VFS icon
1408
VinFast Auto
VFS
$7.86B
$91.2K ﹤0.01%
25,555
USAS
1409
Americas Gold and Silver
USAS
$1.23B
$84.6K ﹤0.01%
+41,880
ANNX icon
1410
Annexon
ANNX
$638M
$84K ﹤0.01%
35,000
+15,000
PTEN icon
1411
Patterson-UTI
PTEN
$2.38B
$76.7K ﹤0.01%
12,931
-420
ALTG icon
1412
Alta Equipment Group
ALTG
$159M
$74.4K ﹤0.01%
+11,776
NXE icon
1413
NexGen Energy
NXE
$6.09B
$70.1K ﹤0.01%
10,100
-161
VMEO
1414
DELISTED
Vimeo
VMEO
$69.2K ﹤0.01%
+17,117
VNDA icon
1415
Vanda Pharmaceuticals
VNDA
$311M
$60.8K ﹤0.01%
12,875
WIT icon
1416
Wipro
WIT
$29B
$60K ﹤0.01%
19,883
+428
LUMN icon
1417
Lumen
LUMN
$9.82B
$59.4K ﹤0.01%
13,567
+2,790
NOK icon
1418
Nokia
NOK
$34.7B
$57K ﹤0.01%
+10,996
LESL icon
1419
Leslie's
LESL
$26.3M
$49.6K ﹤0.01%
5,911
CRDF icon
1420
Cardiff Oncology
CRDF
$143M
$47.3K ﹤0.01%
+15,000
EU
1421
enCore Energy
EU
$530M
$44.1K ﹤0.01%
15,408
BEEM icon
1422
Beam Global
BEEM
$36.9M
$42.8K ﹤0.01%
29,345
NXDR
1423
Nextdoor Holdings
NXDR
$686M
$42.6K ﹤0.01%
25,661
JMIA
1424
Jumia Technologies
JMIA
$1.42B
$40.6K ﹤0.01%
+10,097
LAC
1425
Lithium Americas
LAC
$1.59B
$38.8K ﹤0.01%
14,460
+353
55 56
57
58 59