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
$506M
$38K ﹤0.01%
+10,005
LCID icon
1427
Lucid Motors
LCID
$4.4B
$32.7K ﹤0.01%
1,549
-195
TV icon
1428
Televisa
TV
$1.46B
$31.5K ﹤0.01%
14,400
CLOV icon
1429
Clover Health Investments
CLOV
$1.35B
$31.5K ﹤0.01%
+11,300
PSNY icon
1430
Gores Guggenheim
PSNY
$1.23B
$24K ﹤0.01%
22,465
+824
PLX icon
1431
Protalix BioTherapeutics
PLX
$138M
$23K ﹤0.01%
15,554
TPIC
1432
DELISTED
TPI Composites
TPIC
$22.9K ﹤0.01%
+26,656
LAR
1433
Lithium Argentina AG
LAR
$844M
$22.2K ﹤0.01%
10,668
+631
DNN icon
1434
Denison Mines
DNN
$2.42B
$21.8K ﹤0.01%
12,000
-643
HRTX icon
1435
Heron Therapeutics
HRTX
$233M
$20.7K ﹤0.01%
10,000
RR icon
1436
Richtech Robotics
RR
$837M
$19.5K ﹤0.01%
10,000
LPRO icon
1437
Open Lending Corp
LPRO
$220M
$19.4K ﹤0.01%
+10,000
INVZ icon
1438
Innoviz Technologies
INVZ
$278M
$19.3K ﹤0.01%
11,749
-4,570
LGVN
1439
Longeveron
LGVN
$13.6M
$14.6K ﹤0.01%
+11,235
VERU icon
1440
Veru
VERU
$38.8M
$14K ﹤0.01%
2,402
CASH icon
1441
Pathward Financial
CASH
$1.66B
$13.1K ﹤0.01%
+165
RLMD icon
1442
Relmada Therapeutics
RLMD
$298M
$8.35K ﹤0.01%
13,905
ALXO icon
1443
ALX Oncology
ALXO
$71.6M
$5.49K ﹤0.01%
13,220
HCTI icon
1444
Healthcare Triangle
HCTI
$16.1M
$1.39K ﹤0.01%
+201
MTX icon
1445
Minerals Technologies
MTX
$1.83B
-3,697
ADUS icon
1446
Addus HomeCare
ADUS
$2.18B
-2,724
AMRN
1447
Amarin Corp
AMRN
$339M
-513
ANF icon
1448
Abercrombie & Fitch
ANF
$4.57B
-2,796
APLD icon
1449
Applied Digital
APLD
$8.18B
-15,020
AXDX
1450
DELISTED
Accelerate Diagnostics
AXDX
-163,161