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
$116M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.6M
3
+$1.47M
4
FDX icon
FedEx
FDX
+$943K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$904K

Top Sells

1
+$1.12M
2
+$630K
3
+$601K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$592K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$254K

Sector Composition

1 Technology 16.66%
2 Consumer Discretionary 13.69%
3 Consumer Staples 13.55%
4 Healthcare 13.27%
5 Energy 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6K 0.01%
35
302
$6K 0.01%
250
303
$6K 0.01%
462
304
$6K 0.01%
72
305
$6K 0.01%
74
306
$6K 0.01%
32
307
$6K 0.01%
49
308
$6K 0.01%
168
+127
309
$6K 0.01%
10
310
$6K 0.01%
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$6K 0.01%
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$6K 0.01%
132
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$6K 0.01%
323
314
$5K ﹤0.01%
182
315
$5K ﹤0.01%
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$5K ﹤0.01%
100
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$5K ﹤0.01%
65
318
$5K ﹤0.01%
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319
$5K ﹤0.01%
130
320
$5K ﹤0.01%
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321
$5K ﹤0.01%
72
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$5K ﹤0.01%
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$5K ﹤0.01%
80
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$5K ﹤0.01%
261
325
$5K ﹤0.01%
39
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