AR
| |
Anchor Risk Managed Equity Strategies Fund | ATESXMutual Fund | |
| Northern Lights Fund Trust IV | |
| Last update 2025-04-01 | 2 Stocks (0 new) |
| Value $202.00 Mil | Turnover 0 % |
Anchor Risk Managed Equity Str... Top Holdings of 2025-02-28
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 280,775 | 142,681.4 | -19.96% | 70.600 | -14.92% | 0.040 | +8.71% | +3.81% | 337,188.1 | ||
SPY | SPDR S&P 500 ETF Trust | 100,000 | 59,418.0 | 0% | 29.400 | 0% | 0.010 | +4.93% | +2.54% | 612,819.6 |
Anchor Risk Managed Equity Strategies Fund's Historical Top Holdings Breakdowns
Anchor Risk Managed Equity 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-02-28 | Reduce | -14.92% | 500.27 ($522.17) 539.52 | $529.92 | 1.48% | Reduce -19.96% | 280,775 | -70,000 | |
IVV | iShares Core S&P 500 ETF | 2024-11-30 | Sold Out | -7.57% | 543.37 ($579.64) 605.07 | $602.00 | 3.86% | Sold Out | 0 | -35,000 | |
QQQ | INVESCO QQQ Trust | 2024-11-30 | Reduce | -7.18% | 448.69 ($489.64) 514.14 | $529.92 | 8.23% | Reduce -10.12% | 350,775 | -39,500 | |
IVV | iShares Core S&P 500 ETF | 2024-08-31 | Reduce | -9.68% | 520.18 ($549.38) 567.96 | $602.00 | 9.58% | Reduce -58.82% | 35,000 | -50,000 | |
IVV | iShares Core S&P 500 ETF | 2024-05-31 | Reduce | -2.80% | 497.53 ($518.62) 534.05 | $602.00 | 16.08% | Reduce -15% | 85,000 | -15,000 | |
QQQ | INVESCO QQQ Trust | 2024-05-31 | Reduce | -0.24% | 414.65 ($440.23) 459.68 | $529.92 | 20.37% | Reduce -0.38% | 390,275 | -1,500 |
Anchor Risk Managed Equity Strategies Fund Total Holding History ($B)
Anchor Risk Managed Equity Strategies Fund's Asset Allocation
Anchor Risk Managed Equity Strategies Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Anchor Risk Managed Equity Strategies Fund's Hypothetical Growth since 2025-02-28
Anchor Risk Managed Equity Strategies Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Anchor Risk Managed Equity Strategies Fund's Holdings Heat Map
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Anchor Risk Managed Equity Strategies Fund's Holdings Bubble Chart
Anchor Risk Managed Equity Strategies Fund News
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