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
$84.9M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.08M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$1.54M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$4.42M
2
+$2.16M
3
+$1.92M
4
QCOM icon
Qualcomm
QCOM
+$1.3M
5
MO icon
Altria Group
MO
+$939K

Sector Composition

1 Technology 19.79%
2 Healthcare 16.77%
3 Consumer Discretionary 14.81%
4 Consumer Staples 9.65%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
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