LC

Lavaca Capital Portfolio holdings

AUM $591M
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.05M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.84M
5
BABA icon
Alibaba
BABA
+$1.55M

Top Sells

1
+$2.87M
2
+$1.19M
3
+$1.13M
4
TSLA icon
Tesla
TSLA
+$1.09M
5
GRMN icon
Garmin
GRMN
+$910K

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 16.76%
3 Healthcare 16.24%
4 Communication Services 8.37%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.04%
9,422
+8,700
27
$2.06M 1.03%
13,882
+8,500
28
$1.94M 0.97%
68,170
29
$1.88M 0.94%
76,315
30
$1.86M 0.93%
43,211
-2,275
31
$1.81M 0.91%
9,420
-122
32
$1.74M 0.87%
11,308
+6,000
33
$1.65M 0.83%
35,448
+570
34
$1.64M 0.82%
4,950
-84
35
$1.62M 0.81%
33,370
+10
36
$1.51M 0.76%
3,877
37
$1.5M 0.76%
+21,230
38
$1.43M 0.72%
8,531
-599
39
$1.42M 0.71%
14,542
+10
40
$1.39M 0.7%
4,168
41
$1.32M 0.67%
6,530
-182
42
$1.32M 0.66%
25,509
+2
43
$1.31M 0.66%
11,744
-160
44
$1.3M 0.65%
13,708
+4
45
$1.27M 0.64%
30,169
46
$1.25M 0.63%
18,206
+6
47
$1.24M 0.62%
11,779
+121
48
$1.23M 0.62%
3
49
$1.23M 0.62%
+3,936
50
$1.22M 0.61%
9,463
+4
1
2
3 4 5