LIA

LSP Investment Advisors Portfolio holdings

AUM $139M
1-Year Est. Return 34.15%
This Quarter Est. Return
1 Year Est. Return
+34.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$53.2M
2 +$38.4M
3 +$33.7M
4
CIVI icon
Civitas Resources
CIVI
+$31M
5
PAA icon
Plains All American Pipeline
PAA
+$30.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 67.6%
2 Utilities 5.94%
3 Real Estate 2.55%
4 Consumer Discretionary 0.98%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$213K 0.06%
+3,874