LC

Lavaca Capital Portfolio holdings

AUM $552M
1-Year Est. Return 8.12%
This Quarter Est. Return
1 Year Est. Return
+8.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$3.24M
3
+$2.57M
4
DOW icon
Dow Inc
DOW
+$1.69M
5
JWN
Nordstrom
JWN
+$1.52M

Top Sells

1
+$1.19M
2
+$508K
3
+$433K
4
MO icon
Altria Group
MO
+$375K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$367K

Sector Composition

1 Technology 20.51%
2 Consumer Discretionary 16.27%
3 Healthcare 15.22%
4 Consumer Staples 12.16%
5 Energy 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
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