AC

Anson Capital Portfolio holdings

AUM $137M
1-Year Est. Return 15.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.6M
3
+$3.6M
4
FHEQ icon
Fidelity Hedged Equity ETF
FHEQ
+$3.42M
5
FMAG icon
Fidelity Magellan ETF
FMAG
+$3.1M

Top Sells

1
+$6.94M
2
+$4.66M
3
+$4.05M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$3.08M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.92M

Sector Composition

1 Financials 0.51%
2 Real Estate 0.36%
3 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,888
77
– –
-3,273
78
– –
-7,857
1 2 3
4