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
$24.4B
AUM Growth
+$5.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,645
New
Increased
Reduced
Closed

Top Buys

1 +$479M
2 +$297M
3 +$198M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$192M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$141M

Top Sells

1 +$184M
2 +$21.5M
3 +$21.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$19.4M
5
MTG icon
MGIC Investment
MTG
+$16.9M

Sector Composition

1 Technology 18.37%
2 Financials 4.95%
3 Consumer Discretionary 3.83%
4 Communication Services 3.8%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VNDA icon
1551
Vanda Pharmaceuticals
VNDA
$401M
$50.4K ﹤0.01%
10,100
-2,775
MHO icon
1552
M/I Homes
MHO
$3.3B
$49K ﹤0.01%
+339
MDXH icon
1553
MDxHealth
MDXH
$116M
$48.1K ﹤0.01%
+10,339
SES icon
1554
SES AI
SES
$466M
$45.1K ﹤0.01%
+27,000
RC
1555
Ready Capital
RC
$314M
$44.7K ﹤0.01%
11,233
-97,374
RR icon
1556
Richtech Robotics
RR
$619M
$42.9K ﹤0.01%
10,000
REAX icon
1557
Real Brokerage
REAX
$560M
$42.2K ﹤0.01%
+10,105
ZETA icon
1558
Zeta Global
ZETA
$4.43B
$40.8K ﹤0.01%
+2,055
RVPH icon
1559
Reviva Pharmaceuticals
RVPH
$11.9M
$36.7K ﹤0.01%
+4,982
LAR
1560
Lithium Argentina AG
LAR
$1.5B
$35.3K ﹤0.01%
10,583
-85
PLX icon
1561
Protalix BioTherapeutics
PLX
$179M
$34.5K ﹤0.01%
15,554
HOTH icon
1562
Hoth Therapeutics
HOTH
$14.3M
$31.6K ﹤0.01%
+19,500
CRDF icon
1563
Cardiff Oncology
CRDF
$113M
$30.9K ﹤0.01%
14,981
-19
OSCR icon
1564
Oscar Health
OSCR
$4.89B
$30.8K ﹤0.01%
+1,626
RLMD icon
1565
Relmada Therapeutics
RLMD
$749M
$27.9K ﹤0.01%
13,905
COOK icon
1566
Traeger
COOK
$105M
$27.1K ﹤0.01%
+445
INVZ icon
1567
Innoviz Technologies
INVZ
$137M
$26.9K ﹤0.01%
13,205
+1,456
ALXO icon
1568
ALX Oncology
ALXO
$229M
$24.2K ﹤0.01%
13,220
GHG
1569
GreenTree Hospitality
GHG
$130M
$23.3K ﹤0.01%
+10,605
BLND icon
1570
Blend Labs
BLND
$406M
$21.6K ﹤0.01%
+5,905
TOUR
1571
Tuniu
TOUR
$70.7M
$17.6K ﹤0.01%
+18,534
HRTX icon
1572
Heron Therapeutics
HRTX
$192M
$12.7K ﹤0.01%
10,072
+72
LGVN
1573
Longeveron
LGVN
$29.9M
$8.43K ﹤0.01%
11,235
COO icon
1574
Cooper Companies
COO
$13.1B
-3,482
CORT icon
1575
Corcept Therapeutics
CORT
$4.84B
-6,064