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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
101
$141K 0.03%
700
102
$139K 0.03%
1,114
-331
103
$134K 0.02%
800
104
$133K 0.02%
+1,900
105
$132K 0.02%
400
106
$127K 0.02%
2,880
107
$124K 0.02%
2,619
108
$124K 0.02%
1,400
109
$123K 0.02%
2,059
+17
110
$122K 0.02%
1,939
111
$114K 0.02%
440
112
$112K 0.02%
1,101
113
$110K 0.02%
1,425
114
$109K 0.02%
101
-816
115
$108K 0.02%
772
116
$107K 0.02%
+300
117
$101K 0.02%
400
118
$98.4K 0.02%
173
119
$96.8K 0.02%
100
120
$95K 0.02%
200
121
$91.5K 0.02%
200
122
$86.9K 0.02%
1,270
123
$84.7K 0.02%
300
124
$84.2K 0.02%
735
125
$83.8K 0.02%
300
3 4
5
6 7