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
$143M
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$4.79M
2 +$4.11M
3 +$2.47M

Top Sells

1 +$25.7M
2 +$9.5M
3 +$7.9M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.53M
5
BX icon
Blackstone
BX
+$766K

Sector Composition

1 Utilities 34.68%
2 Energy 23.71%
3 Communication Services 2.84%
4 Technology 2.44%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-15,500
27
-186,281