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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
251
$610 ﹤0.01%
10
252
$587 ﹤0.01%
55
253
$366 ﹤0.01%
37
-100
254
$293 ﹤0.01%
24
255
$188 ﹤0.01%
3
256
$150 ﹤0.01%
2
257
– –
-934
258
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0
259
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-4
260
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-2
261
– –
-24,900
262
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-49
263
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-985
264
– –
0
265
– –
-100
266
– –
-100
267
– –
-300
268
– –
-5
269
– –
-970
270
– –
0
271
– –
-1,670
7 8 9 10
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