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Anchor Risk Managed Income Strategies Fund | ATCAXMutual Fund | |
| Anchor Risk Managed Income Strategies Fund | |
| Last update 2025-06-28 | 14 Stocks (1 new) |
| Value $20.00 Mil | Turnover 4 % |
Anchor Risk Managed Income Str... Top Holdings of 2025-05-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QYLD |
Recon Capital NASDAQ-100 Covered Call ETF
Recon Capital NASDAQ-100 Covered Call ETF
| 169,500 | 2,774.7 | 0% | 13.770 | 0% | 0.030 | +7.95% | -2.33% | 8,397.4 | ||
PDI | PIMCO Dynamic Income Fund | 124,300 | 2,321.9 | 0% | 11.530 | 0% | 0.030 | +9.86% | +12.14% | 7,176.8 | Asset Management | |
JEPI | JPMorgan Equity Premium Income ETF | 40,000 | 2,243.6 | 0% | 11.140 | 0% | 0.010 | +8.71% | +3.46% | 41,037.7 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 37,000 | 1,947.3 | 0% | 9.670 | 0% | 0.010 | +15.94% | +2.97% | 25,337.9 | ||
PDO |
PIMCO Dynamic Income Opportunities Fund
PIMCO Dynamic Income Opportunities Fund
| 134,500 | 1,803.7 | 0% | 8.950 | 0% | 0.110 | +4.22% | +4.75% | 1,694.5 | Asset Management | |
FTHI | First Trust BuyWrite Income ETF | 67,000 | 1,486.1 | 0% | 7.380 | 0% | 0.110 | +12.58% | +3.67% | 1,384.2 | ||
FTLB | First Trust Low Beta Income ETF | 74,000 | 1,414.1 | 0% | 7.020 | 0% | 4.110 | +13.38% | +0.31% | 0 | ||
QQQY |
Defiance Nasdaq 100 Target 30 Income ETF
Defiance Nasdaq 100 Target 30 Income ETF
| 54,833 | 1,397.7 | 0% | 6.940 | 0% | 0.880 | +21.98% | +6.48% | 171.4 | ||
WDTE |
Defiance S&P 500 Enhanced Options & 0DTE Income ETF
Defiance S&P 500 Enhanced Options & 0DTE Income ETF
| 40,000 | 1,343.6 | 0% | 6.670 | 0% | 1.980 | +16.93% | +6.28% | 71.1 | ||
JQC |
Nuveen Credit Strategies Income Fund
Nuveen Credit Strategies Income Fund
| 175,000 | 915.3 | 0% | 4.540 | 0% | 0.130 | +13.13% | +4.60% | 749.1 | Asset Management |
Anchor Risk Managed Income Strategies Fund's Historical Top Holdings Breakdowns
Anchor Risk Managed Income Strategies Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQH |
NEOS Nasdaq-100 Hedged Equity Income ETF
NEOS Nasdaq-100 Hedged Equity Income ETF
| 2025-05-31 | New Buy New Buy | +3.55% | 44.89 ($49.38) 51.42 | $52.96 | 7.25% | New holding | 14,000 | 14,000 | |
NUSI | NEOS Nasdaq-100 | 2025-05-31 | Sold Out Sold Out | -3.35% | 44.89 ($49.38) 51.42 | $26.78 | -45.77% | Sold Out | 0 | -14,000 | |
PDI | PIMCO Dynamic Income Fund | 2025-02-28 | Add Add | +5.38% | 18.33 ($19.13) 19.95 | $18.96 | -0.89% | Add 87.48% | 124,300 | 58,000 | |
ISPY | ProShares S&P 500 High Income ETF | 2025-02-28 | Sold Out Sold Out | -2.80% | 43.78 ($45.16) 46.09 | $42.91 | -4.98% | Sold Out | 0 | -12,500 | |
PDO |
PIMCO Dynamic Income Opportunities Fund
PIMCO Dynamic Income Opportunities Fund
| 2025-02-28 | Add Add | +2.62% | 13.12 ($13.69) 14.07 | $13.32 | -2.70% | Add 42.33% | 134,500 | 40,000 | |
QQQY |
Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF
Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF
| 2025-02-28 | Add Add | +1.87% | 28.39 ($31.05) 33.57 | $26.04 | -16.15% | Add 34.29% | 54,833 | 14,000 | |
NUSI | NEOS Nasdaq-100 | 2025-02-28 | Reduce Reduce | -1.78% | 25.92 ($30.26) 53.72 | $26.78 | -11.50% | Reduce -50% | 14,000 | -14,000 | |
JEPY | JEPY | 2024-11-30 | Sold Out Sold Out | -9.48% | 40.84 ($42.2) 44.2 | $41.84 | -0.85% | Sold Out | 0 | -40,000 | |
WDTE |
Defiance S&P 500 Enhanced Options & 0DTE Income ETF
Defiance S&P 500 Enhanced Options & 0DTE Income ETF
| 2024-11-30 | New Buy New Buy | +8.02% | 40.84 ($42.2) 44.2 | $34.25 | -18.84% | New holding | 40,000 | 40,000 | |
FTHI | First Trust BuyWrite Income ETF | 2024-11-30 | Add Add | +2.61% | 22.26 ($23.17) 23.86 | $23.06 | -0.47% | Add 50.56% | 67,000 | 22,500 |
Anchor Risk Managed Income Strategies Fund Total Holding History ($B)
Anchor Risk Managed Income Strategies Fund's Asset Allocation
Anchor Risk Managed Income Strategies Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Anchor Risk Managed Income Strategies Fund's Hypothetical Growth since 2025-05-31
Anchor Risk Managed Income Strategies Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Anchor Risk Managed Income Strategies Fund's Holdings Heat Map
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Anchor Risk Managed Income Strategies Fund's Holdings Bubble Chart
Anchor Risk Managed Income Strategies Fund News
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