LIA
LSP Investment Advisors Portfolio holdings
AUM $116M
This Quarter Return
+4.67%
1 Year Return
+16.68%
3 Year Return
+59.78%
5 Year Return
+408.47%
10 Year Return
–
AUM
$116M
AUM Growth
-$26.9M (-19%)
Cap. Flow
-$25.9M
Cap. Flow % of AUM
-22.26%
Top 10 Holdings %Top 10 Hldgs %
88.06%
Holding
24
New
3
Increased
–
Reduced
–
Closed
3
Top Buys
1 | $25.8M | |
2 | $3.83M | |
3 | $3.72M |
Top Sells
1 | $47.4M | |
2 | $11.8M | |
3 | $107K |
Sector Composition
1 | Energy | 48.73% |
2 | Communication Services | 2.87% |
3 | Technology | 2.67% |
4 | Consumer Discretionary | 2.32% |
5 | Utilities | 2.11% |