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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
151
$52.7K 0.01%
1,225
-100
152
$52.5K 0.01%
400
153
$51.3K 0.01%
612
154
$50.9K 0.01%
181
155
$50.1K 0.01%
839
156
$49.9K 0.01%
100
157
$47.6K 0.01%
100
158
$47.3K 0.01%
2,000
159
$46.6K 0.01%
840
160
$45.8K 0.01%
400
161
$43.6K 0.01%
400
162
$42.6K 0.01%
1,200
163
$42.3K 0.01%
87
164
$42.2K 0.01%
810
165
$39.3K 0.01%
592
166
$37K 0.01%
100
167
$35.3K 0.01%
420
168
$34.4K 0.01%
150
169
$34.4K 0.01%
18
170
$34.1K 0.01%
100
171
$33.3K 0.01%
200
172
$32.3K 0.01%
1,100
173
$32.3K 0.01%
100
174
$31.9K 0.01%
210
175
$31.9K 0.01%
106
5 6
7
8 9