ATCAX holdings — Anchor Risk Managed Income Strategies Fund
Anchor Risk Managed Income Strategies Fund (ATCAX) held 13 positions with net assets of $22.8M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 84.8% of the fund, led by JEPQ, QYLD, PDI.
ATCAX top holdings
- JEPQ J.P. MORGAN EXCHANGE-TRADED FUND TRUST — 19.84% ($4.53M)
- QYLD GLOBAL X FUNDS — 13.43% ($3.06M)
- PDI PIMCO DYNAMIC INCOME FUND — 9.14% ($2.08M)
- PDO PIMCO DYNAMIC INCOME OPPORTUNITIES FUND — 7.75% ($1.77M)
- FTQI FIRST TRUST EXCHANGE-TRADED FUND VI — 7.11% ($1.62M)
- FTHI FIRST TRUST EXCHANGE-TRADED FUND VI — 6.99% ($1.60M)
- QQQY TIDAL TRUST II — 5.94% ($1.36M)
- WDTE TIDAL TRUST II — 5.45% ($1.24M)
- BSTZ BLACKROCK SCIENCE & TECHNOLOGY TERM TRUST — 4.66% ($1.06M)
- FGXXX FIRST AMERICAN FUNDS INC — 4.52% ($1.03M)
- BST BLACKROCK SCIENCE AND TECHNOLOGY TRUST — 3.91% ($892K)
- XAWFX ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC — 3.62% ($826K)
- QQQH NEOS ETF TRUST — 3.44% ($785K)
What are ATCAX's top 10 holdings?
JEPQ (19.8%), QYLD (13.4%), PDI (9.1%), PDO (7.8%), FTQI (7.1%), FTHI (7.0%), QQQY (5.9%), WDTE (5.5%), BSTZ (4.7%), FGXXX (4.5%).
How many stocks are in ATCAX?
Anchor Risk Managed Income Strategies Fund reported 13 holdings as of May 31, 2026.
Share classes: ATCAX, ATCSX