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
$178M
AUM Growth
-$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$3.12M
3 +$2.15M

Top Sells

1 +$31.8M
2 +$13.5M
3 +$2.13M
4
CEG icon
Constellation Energy
CEG
+$381K
5
D icon
Dominion Energy
D
+$205K

Sector Composition

1 Energy 71.66%
2 Technology 1.34%
3 Communication Services 1.25%
4 Utilities 0.93%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,350
27
-32,747
28
-336,605