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LC

Lavaca Capital Portfolio holdings

AUM $538M
1-Year Est. Return 4.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$552M
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$12.6M
3
+$5.37M
4
PLTR icon
Palantir
PLTR
+$1.94M
5
AB icon
AllianceBernstein
AB
+$1.6M

Top Sells

1
+$1.61M
2
+$1.2M
3
+$761K
4
LLY icon
Eli Lilly
LLY
+$682K
5
KKR icon
KKR & Co
KKR
+$653K

Sector Composition

1 Technology 61.46%
2 Energy 5.37%
3 Consumer Staples 3.75%
4 Financials 3.25%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.8K ﹤0.01%
100
227
$9.76K ﹤0.01%
100
228
$9.65K ﹤0.01%
100
-1,765
229
$9.5K ﹤0.01%
100
230
$9.46K ﹤0.01%
+35
231
$8.98K ﹤0.01%
66
232
$8.41K ﹤0.01%
100
233
$7.94K ﹤0.01%
25
234
$7.89K ﹤0.01%
+16
235
$7.48K ﹤0.01%
100
236
$7.38K ﹤0.01%
12
237
$7.26K ﹤0.01%
110
238
$7.11K ﹤0.01%
100
239
$6.89K ﹤0.01%
200
240
$6.65K ﹤0.01%
154
241
$5.25K ﹤0.01%
63
242
$5.18K ﹤0.01%
32
243
$4.9K ﹤0.01%
+100
244
$4.37K ﹤0.01%
200
245
$2.28K ﹤0.01%
18
-2,358
246
$1.79K ﹤0.01%
100
247
$1.65K ﹤0.01%
55
248
$1.57K ﹤0.01%
36
+2
249
$1.03K ﹤0.01%
5
-2,439
250
$946 ﹤0.01%
16
7 8 9
10
11