LC

Lavaca Capital Portfolio holdings

AUM $552M
1-Year Est. Return 8.12%
This Quarter Est. Return
1 Year Est. Return
+8.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$610K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$1.73M
3
+$793K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$321K
5
AMZN icon
Amazon
AMZN
+$298K

Top Sells

1
+$6.38M
2
+$2.69M
3
+$2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.98M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.81M

Sector Composition

1 Technology 13.58%
2 Energy 12.96%
3 Consumer Staples 12.8%
4 Healthcare 4.97%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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