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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
26
$1.81M 0.33%
17,558
-12
27
$1.81M 0.33%
2,953
-254
28
$1.78M 0.32%
760
29
$1.67M 0.3%
6,860
30
$1.6M 0.29%
4,860
-5,247
31
$1.53M 0.28%
+40,061
32
$1.43M 0.26%
+37,000
33
$1.33M 0.24%
4,417
34
$1.18M 0.21%
8,400
35
$1.18M 0.21%
6,000
36
$1.15M 0.21%
6,808
37
$1.15M 0.21%
1,712
-34
38
$1.13M 0.21%
+8,000
39
$1.12M 0.2%
7,680
40
$996K 0.18%
30,563
+2
41
$995K 0.18%
11,800
42
$991K 0.18%
51,000
43
$909K 0.16%
10,834
44
$906K 0.16%
12,000
45
$876K 0.16%
1,100
46
$868K 0.16%
5,185
47
$864K 0.16%
5,000
48
$857K 0.16%
12,679
49
$805K 0.15%
11,027
+27
50
$771K 0.14%
7,389
+38
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