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
$377M
AUM Growth
-$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$41.2M
2 +$27M
3 +$25.6M
4
OKE icon
Oneok
OKE
+$20M
5
XEC
CIMAREX ENERGY CO
XEC
+$15.9M

Top Sells

1 +$66.3M
2 +$32.5M
3 +$6.04M
4
KMI icon
Kinder Morgan
KMI
+$2.74M
5
XOM icon
Exxon Mobil
XOM
+$238K

Sector Composition

1 Energy 83.49%
2 Utilities 5.38%
3 Financials 0.96%
4 Consumer Discretionary 0.72%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,973,781
27
-2,978,148