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

Top Buys

1 +$2M
2 +$1.25M
3 +$901K
4
TMO icon
Thermo Fisher Scientific
TMO
+$846K
5
XIFR
XPLR Infrastructure LP
XIFR
+$656K

Top Sells

1 +$15.7M
2 +$3.1M
3 +$2.32M
4
NFLX icon
Netflix
NFLX
+$1.89M
5
GS icon
Goldman Sachs
GS
+$1.23M

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