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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
$538M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1 +$36.8M
2 +$1.11M
3 +$1.01M
4
VIA
Via Transportation Inc
VIA
+$830K
5
IBM icon
IBM
IBM
+$829K

Top Sells

1 +$94.3M
2 +$14.5M
3 +$5.32M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.78M
5
AB icon
AllianceBernstein
AB
+$1.42M

Sector Composition

1 Technology 50.7%
2 Communication Services 13.64%
3 Energy 7.08%
4 Consumer Staples 3.37%
5 Financials 2.51%