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
$61.8M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.33M
3
+$1.28M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.04M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$638K

Top Sells

1
+$3.02M
2
+$2.66M
3
+$2.45M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.28M

Sector Composition

1 Real Estate 1.37%
2 Financials 0.67%
3 Industrials 0.48%
4 Energy 0.45%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-53,810
77
– –
-4,010
78
– –
-5,175
79
– –
-2,550
80
– –
-3,235
81
– –
-1,437
82
– –
-30,529
83
– –
-1,502
84
– –
-21,593
1 2 3
4