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
$116M
AUM Growth
-$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$588K
3 +$446K
4
AMZN icon
Amazon
AMZN
+$419K
5
CVX icon
Chevron
CVX
+$378K

Top Sells

1 +$2.89M
2 +$2.6M
3 +$2.02M
4
XOM icon
Exxon Mobil
XOM
+$1.45M
5
NFLX icon
Netflix
NFLX
+$1.39M

Sector Composition

1 Technology 21.32%
2 Healthcare 15.25%
3 Consumer Discretionary 15.2%
4 Consumer Staples 12.85%
5 Energy 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,700
102
-4,327
103
-2,925
104
-9,555
105
0