ATEAX holdings — Anchor Risk Managed Equity Strategies Fund
Anchor Risk Managed Equity Strategies Fund (ATEAX) held 3 positions with net assets of $147M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 95.1% of the fund, led by QQQ, SPY, FGXXX.
ATEAX top holdings
- QQQ INVESCO QQQ TRUST, SERIES 1 — 65.19% ($96.0M)
- SPY SPDR S&P 500 ETF TRUST — 29.29% ($43.1M)
- FGXXX FIRST AMERICAN FUNDS INC — 0.59% ($869K)
What are ATEAX's top 10 holdings?
QQQ (65.2%), SPY (29.3%), FGXXX (0.6%).
How many stocks are in ATEAX?
Anchor Risk Managed Equity Strategies Fund reported 3 holdings as of May 31, 2026.
Share classes: ATEAX, ATESX