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
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$6.05M
2 +$2.44M

Top Sells

1 +$8.71M
2 +$2.02M

Sector Composition

1 Energy 36.82%
2 Utilities 25.99%
3 Technology 2.06%
4 Communication Services 1.93%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$138K 0.07%
8,083
27
-32,218