LC

Lavaca Capital Portfolio holdings

AUM $591M
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$591M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$151M
2 +$50.7M
3 +$626K
4
Q
Qnity Electronics Inc
Q
+$543K
5
MSFT icon
Microsoft
MSFT
+$357K

Top Sells

1 +$2.28M
2 +$724K
3 +$667K
4
AVGO icon
Broadcom
AVGO
+$551K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$362K

Sector Composition

1 Technology 41.41%
2 Communication Services 25.08%
3 Energy 5.23%
4 Financials 3.17%
5 Consumer Staples 2.83%