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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
176
$31.7K 0.01%
380
-933
177
$29K 0.01%
165
178
$28.9K 0.01%
200
179
$28.8K 0.01%
197
180
$27.9K 0.01%
100
181
$27.5K 0.01%
746
-2,827
182
$26.7K ﹤0.01%
100
183
$26.5K ﹤0.01%
112
+32
184
$26.1K ﹤0.01%
74
185
$26K ﹤0.01%
100
186
$25.8K ﹤0.01%
230
-4,065
187
$25.7K ﹤0.01%
345
188
$25.2K ﹤0.01%
200
189
$24.6K ﹤0.01%
300
190
$24.6K ﹤0.01%
100
191
$22.8K ﹤0.01%
300
192
$22.8K ﹤0.01%
1,000
193
$22.7K ﹤0.01%
275
194
$22.5K ﹤0.01%
200
195
$21.3K ﹤0.01%
1,345
-8,832
196
$21.1K ﹤0.01%
106
197
$20.3K ﹤0.01%
200
198
$19.8K ﹤0.01%
700
199
$19.6K ﹤0.01%
500
200
$19.3K ﹤0.01%
242
6 7
8
9 10