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
$186M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$37.7M
2 +$229K

Top Sells

1 +$38.4M
2 +$27.3M
3 +$347K
4
ACAD icon
Acadia Pharmaceuticals
ACAD
+$218K

Sector Composition

1 Energy 45.36%
2 Utilities 21.43%
3 Technology 2%
4 Communication Services 1.76%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$183K 0.1%
8,083
27
-6,950
28
-1,360