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
$87.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$7.07M
2 +$6.92M
3 +$5.85M
4
DD icon
DuPont de Nemours
DD
+$5.05M
5
MO icon
Altria Group
MO
+$4.97M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.94%
2 Healthcare 15.21%
3 Consumer Staples 14.98%
4 Energy 13.25%
5 Consumer Discretionary 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
+2
377
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+10
378
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+10
379
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+1
380
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+8
381
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+5
382
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+1
383
$0 ﹤0.01%
+5
384
$0 ﹤0.01%
+320
385
$0 ﹤0.01%
+2
386
$0 ﹤0.01%
+3