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
$147M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M

Top Sells

1 +$10.7M
2 +$10.6M

Sector Composition

1 Energy 73.81%
2 Utilities 26.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$31.8M 19.58%
2,369,769
2
$27.4M 16.93%
1,838,510
3
$19.9M 12.3%
631,040
4
$19.6M 12.11%
378,095
5
$19.3M 11.92%
427,023
6
$18.6M 11.47%
500,000
7
$10.5M 6.47%
+144,725
8
-567,845
9
-572,319