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
$220M
AUM Growth
-$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$2.73M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$613K
5
ISRG icon
Intuitive Surgical
ISRG
+$594K

Top Sells

1
+$2.22M
2
+$2.07M
3
+$1.36M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.07M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$910K

Sector Composition

1 Technology 16.06%
2 Energy 14.31%
3 Consumer Staples 8.74%
4 Financials 6.63%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22.1K 0.01%
275
177
$21.6K 0.01%
210
178
$21.2K 0.01%
100
179
$19.8K 0.01%
700
180
$19.1K 0.01%
93
181
$18.9K 0.01%
80
-139
182
$17.4K 0.01%
286
183
$17.2K 0.01%
245
184
$17.1K 0.01%
200
-34
185
$16.5K 0.01%
96
186
$16.4K 0.01%
+704
187
$16.3K 0.01%
203
188
$16K 0.01%
63
189
$15.5K 0.01%
49
190
$14.6K 0.01%
131
191
$14.3K 0.01%
450
192
$14.3K 0.01%
200
193
$14.2K 0.01%
200
194
$14.1K 0.01%
460
195
$13.3K 0.01%
119
196
$13.1K 0.01%
355
197
$12.5K 0.01%
40
-124
198
$12.2K 0.01%
100
199
$12.1K 0.01%
33
200
$12K 0.01%
300
-967
6 7
8
9 10