LC

Lavaca Capital Portfolio holdings

AUM $591M
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$335K
2
+$304K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$218K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$165K

Top Sells

1
+$783K
2
+$534K
3
+$415K
4
KHC icon
Kraft Heinz
KHC
+$289K
5
VTV icon
Vanguard Value ETF
VTV
+$152K

Sector Composition

1 Technology 18.46%
2 Energy 12.04%
3 Consumer Staples 7.89%
4 Financials 7.02%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31.9K 0.01%
+200
177
$30.8K 0.01%
165
178
$30.7K 0.01%
197
179
$30.4K 0.01%
100
180
$30.3K 0.01%
1,000
181
$29.2K 0.01%
100
182
$28.6K 0.01%
74
183
$28.3K 0.01%
210
184
$28.1K 0.01%
+500
185
$27.3K 0.01%
345
+100
186
$27.3K 0.01%
106
+100
187
$26.8K 0.01%
100
188
$24.8K 0.01%
100
189
$24.7K 0.01%
+200
190
$23.8K 0.01%
+100
191
$23.3K 0.01%
100
192
$22.1K 0.01%
+200
193
$22.1K 0.01%
275
194
$21.2K 0.01%
+985
195
$20.8K 0.01%
+200
196
$20.7K 0.01%
+300
197
$20.3K 0.01%
700
198
$19.2K 0.01%
938
+14
199
$18.8K 0.01%
242
+72
200
$18.4K 0.01%
80
6 7
8
9 10