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
$278M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.44M
3 +$1.12M
4
TSM icon
TSMC
TSM
+$981K
5
TMO icon
Thermo Fisher Scientific
TMO
+$891K

Top Sells

1 +$16.3M
2 +$3.32M
3 +$2.43M
4
NFLX icon
Netflix
NFLX
+$1.89M
5
GS icon
Goldman Sachs
GS
+$1.27M

Sector Composition

1 Technology 13.21%
2 Consumer Staples 8.08%
3 Energy 7.5%
4 Financials 5.98%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0
152
0