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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
201
$19.2K ﹤0.01%
100
-1,088
202
$18.9K ﹤0.01%
460
203
$18K ﹤0.01%
96
204
$18K ﹤0.01%
33
205
$18K ﹤0.01%
200
206
$17.5K ﹤0.01%
955
+17
207
$17.3K ﹤0.01%
63
208
$16.9K ﹤0.01%
203
209
$15.5K ﹤0.01%
169
210
$15.3K ﹤0.01%
119
211
$14.7K ﹤0.01%
450
212
$14.6K ﹤0.01%
200
213
$13.5K ﹤0.01%
32
-8
214
$13.5K ﹤0.01%
200
215
$12.7K ﹤0.01%
200
216
$12.4K ﹤0.01%
100
217
$12.1K ﹤0.01%
300
218
$11.6K ﹤0.01%
122
219
$11.2K ﹤0.01%
355
220
$11K ﹤0.01%
154
221
$11K ﹤0.01%
54
222
$10.7K ﹤0.01%
+208
223
$10.4K ﹤0.01%
100
-31
224
$10.2K ﹤0.01%
286
225
$10.1K ﹤0.01%
200
7 8
9
10 11