LIA

LSP Investment Advisors Portfolio holdings

AUM $188M
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$5.25M
2 +$5.14M
3 +$166K

Top Sells

1 +$11M
2 +$6M

Sector Composition

1 Energy 72.24%
2 Technology 1.64%
3 Communication Services 1.43%
4 Consumer Discretionary 1.02%
5 Utilities 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$191K 0.09%
8,083