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
$234M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.37M
3
+$6.53M
4
GS icon
Goldman Sachs
GS
+$5.41M
5
CRM icon
Salesforce
CRM
+$4.21M

Top Sells

1
+$5.12M
2
+$4M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$2.64M
5
EVN
Eaton Vance Municipal Income Trust
EVN
+$2.45M

Sector Composition

1 Technology 21.08%
2 Consumer Discretionary 12.92%
3 Consumer Staples 12.5%
4 Healthcare 8.65%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
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