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

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
VVR icon
1426
Invesco Senior Income Trust
VVR
$509M
$38K ﹤0.01%
+10,005
LCID icon
1427
Lucid Motors
LCID
$3.28B
$32.7K ﹤0.01%
1,549
-195
TV icon
1428
Televisa
TV
$1.6B
$31.5K ﹤0.01%
14,400
CLOV icon
1429
Clover Health Investments
CLOV
$1.31B
$31.5K ﹤0.01%
+11,300
PSNY icon
1430
Gores Guggenheim
PSNY
$2.06B
$24K ﹤0.01%
749
+28
PLX icon
1431
Protalix BioTherapeutics
PLX
$164M
$23K ﹤0.01%
15,554
TPIC
1432
DELISTED
TPI Composites
TPIC
$22.9K ﹤0.01%
+26,656
LAR
1433
Lithium Argentina AG
LAR
$1.33B
$22.2K ﹤0.01%
10,668
+631
DNN icon
1434
Denison Mines
DNN
$3.31B
$21.8K ﹤0.01%
12,000
-643
HRTX icon
1435
Heron Therapeutics
HRTX
$273M
$20.7K ﹤0.01%
10,000
RR icon
1436
Richtech Robotics
RR
$770M
$19.5K ﹤0.01%
10,000
LPRO icon
1437
Open Lending Corp
LPRO
$249M
$19.4K ﹤0.01%
+10,000
INVZ icon
1438
Innoviz Technologies
INVZ
$228M
$19.3K ﹤0.01%
11,749
-4,570
LGVN
1439
Longeveron
LGVN
$11.8M
$14.6K ﹤0.01%
+11,235
VERU icon
1440
Veru
VERU
$43.2M
$14K ﹤0.01%
2,402
CASH icon
1441
Pathward Financial
CASH
$1.67B
$13.1K ﹤0.01%
+165
RLMD icon
1442
Relmada Therapeutics
RLMD
$274M
$8.35K ﹤0.01%
13,905
ALXO icon
1443
ALX Oncology
ALXO
$63.4M
$5.49K ﹤0.01%
13,220
HCTI icon
1444
Healthcare Triangle
HCTI
$3.29M
$1.39K ﹤0.01%
+201
ADUS icon
1445
Addus HomeCare
ADUS
$1.99B
-2,724
AMRN
1446
Amarin Corp
AMRN
$307M
-513
APLD icon
1447
Applied Digital
APLD
$10.5B
-15,020
TECK icon
1448
Teck Resources
TECK
$24.7B
-19,596
MTX icon
1449
Minerals Technologies
MTX
$2.09B
-3,697
PKW icon
1450
Invesco BuyBack Achievers ETF
PKW
$1.57B
-2,987