We are live on ! Find out more
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
51
$730K 0.13%
3,788
52
$708K 0.13%
4,455
+2,593
53
$616K 0.11%
4,006
-40
54
$587K 0.11%
7,491
+2,146
55
$537K 0.1%
6,145
56
$523K 0.09%
3,958
57
$522K 0.09%
67,655
58
$482K 0.09%
2,053
59
$451K 0.08%
1,015
60
$445K 0.08%
7,120
61
$444K 0.08%
1,407
62
$413K 0.07%
1,785
-2,210
63
$413K 0.07%
1,359
64
$408K 0.07%
1,194
65
$406K 0.07%
7,874
66
$400K 0.07%
4,728
67
$378K 0.07%
3,321
+598
68
$370K 0.07%
736
+2
69
$345K 0.06%
540
70
$335K 0.06%
1,550
71
$320K 0.06%
6,400
72
$318K 0.06%
14,000
73
$317K 0.06%
432
74
$307K 0.06%
2,295
-1,469
75
$301K 0.05%
13,111
+7
1 2
3
4 5