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
76
$296K 0.05%
1,907
+102
77
$295K 0.05%
387
-916
78
$289K 0.05%
837
-834
79
$287K 0.05%
3,742
80
$282K 0.05%
1,500
81
$279K 0.05%
1,502
-1,729
82
$277K 0.05%
9,800
83
$270K 0.05%
1,662
+100
84
$269K 0.05%
7,154
85
$267K 0.05%
946
86
$241K 0.04%
3,568
87
$239K 0.04%
9,361
+20
88
$224K 0.04%
22,000
89
$212K 0.04%
9,087
90
$205K 0.04%
4,545
91
$196K 0.04%
590
-1,752
92
$194K 0.04%
2,975
93
$192K 0.03%
901
+626
94
$184K 0.03%
150
95
$171K 0.03%
+2,629
96
$168K 0.03%
5,019
-100
97
$168K 0.03%
276
98
$165K 0.03%
1,489
99
$157K 0.03%
1,319
100
$146K 0.03%
360
2 3
4
5 6