LC

Lavaca Capital Portfolio holdings

AUM $245M
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$4.89M
2 +$4.07M
3 +$1.35M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$987K
5
MELI icon
Mercado Libre
MELI
+$833K

Sector Composition

1 Energy 13.27%
2 Technology 13.23%
3 Consumer Staples 8.39%
4 Financials 7.88%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$33.9K 0.01%
+1,396
202
$33.7K 0.01%
+128
203
$32.6K 0.01%
+125
204
$32.3K 0.01%
+415
205
$32.2K 0.01%
+1,100
206
$32.1K 0.01%
+197
207
$31.1K 0.01%
+18
208
$30.7K 0.01%
+400
209
$30.7K 0.01%
+139
210
$30.6K 0.01%
+492
211
$30.2K 0.01%
+150
212
$30K 0.01%
+440
213
$29.9K 0.01%
+968
214
$29.9K 0.01%
+103
215
$29.8K 0.01%
+200
216
$29.2K 0.01%
+1,000
217
$28.9K 0.01%
+412
218
$28.4K 0.01%
+103
219
$28.3K 0.01%
+165
220
$28K 0.01%
+958
221
$27K 0.01%
+143
222
$26.1K 0.01%
10,700
223
$25.4K 0.01%
+100
224
$25.3K 0.01%
+911
225
$25.2K 0.01%
+260