LC

Lavaca Capital Portfolio holdings

AUM $245M
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$4.89M
2 +$4.07M
3 +$1.35M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$987K
5
MELI icon
Mercado Libre
MELI
+$833K

Sector Composition

1 Energy 13.27%
2 Technology 13.23%
3 Consumer Staples 8.39%
4 Financials 7.88%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$24.8K 0.01%
+432
227
$24.6K 0.01%
+100
228
$24.1K 0.01%
+100
229
$22.6K 0.01%
+100
230
$22.5K 0.01%
+275
231
$21.3K 0.01%
+93
232
$20.9K 0.01%
+184
233
$19.3K 0.01%
+418
234
$18.7K 0.01%
+210
235
$17.7K 0.01%
+234
236
$17.7K 0.01%
+245
237
$17.5K 0.01%
+200
238
$17.3K 0.01%
+286
239
$17.3K 0.01%
+96
240
$16.9K 0.01%
+371
241
$16.9K 0.01%
+661
242
$16.5K 0.01%
+49
243
$16.2K 0.01%
+203
244
$15.9K 0.01%
+700
245
$15.5K 0.01%
+131
246
$15K 0.01%
+264
247
$14.8K 0.01%
+63
248
$14.7K 0.01%
+450
249
$14.4K 0.01%
+33
250
$14.1K 0.01%
+200