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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
126
$79.5K 0.01%
1,199
127
$78.7K 0.01%
85
128
$74.8K 0.01%
200
129
$74.4K 0.01%
1,000
130
$71.5K 0.01%
400
131
$71.3K 0.01%
200
132
$69.3K 0.01%
200
133
$68.5K 0.01%
1,038
+7
134
$68.1K 0.01%
400
135
$67.4K 0.01%
400
136
$65.9K 0.01%
692
137
$65.8K 0.01%
1,420
-2,879
138
$63.5K 0.01%
205
139
$62.6K 0.01%
447
140
$59.4K 0.01%
808
141
$58.1K 0.01%
293
142
$57.2K 0.01%
239
143
$56.9K 0.01%
300
144
$56.8K 0.01%
600
145
$55.9K 0.01%
600
146
$55.3K 0.01%
811
147
$55K 0.01%
834
148
$54.5K 0.01%
381
-3,747
149
$53.7K 0.01%
1,400
150
$53K 0.01%
10,700
4 5
6
7 8