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
$236M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.2M
3
+$8.11M
4
CNR
Core Natural Resources Inc
CNR
+$3.47M

Top Sells

1
+$27.3M
2
+$21.1M
3
+$2.45M
4
APLS icon
Apellis Pharmaceuticals
APLS
+$249K

Sector Composition

1 Energy 79.72%
2 Technology 0.91%
3 Utilities 0.91%
4 Communication Services 0.87%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$285K 0.12%
3,060
27
$279K 0.12%
6,000
28
$232K 0.1%
3,350
29
$224K 0.09%
1,360
30
$155K 0.07%
15,364
31
– –
-5,500
32
– –
-303,597
33
– –
-95,047
1
2