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
$253M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$6.95M
3 +$5.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.54M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.95M

Top Sells

1 +$3.05M
2 +$2.04M
3 +$1.61M
4
CNP icon
CenterPoint Energy
CNP
+$1.09M
5
FANG icon
Diamondback Energy
FANG
+$936K

Sector Composition

1 Technology 17.77%
2 Consumer Staples 13.09%
3 Healthcare 9.69%
4 Energy 8.61%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,731
152
-12,400
153
-2,318
154
0