AC

Anson Capital Portfolio holdings

AUM $124M
1-Year Est. Return 10.91%
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$9.46M
2 +$7.86M
3 +$6.25M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$5.89M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.74M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 0.99%
2 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$288K 0.28%
+2,878
52
$287K 0.28%
+1,047
53
$275K 0.27%
+4,575
54
$266K 0.26%
+2,306
55
$227K 0.22%
+10,755
56
$226K 0.22%
+19,648
57
$200K 0.2%
+7,922