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
$163M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$916K
2
+$909K
3
+$804K
4
DD icon
DuPont de Nemours
DD
+$485K
5
SVIX icon
-1x Short VIX Futures ETF
SVIX
+$264K

Top Sells

1
+$22.3M
2
+$14.1M
3
+$7.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.29M
5
AAPL icon
Apple
AAPL
+$6.3M

Sector Composition

1 Technology 11.54%
2 Energy 11.48%
3 Consumer Staples 11.43%
4 Healthcare 4.77%
5 Utilities 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
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