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Anchor Risk Managed Income Strategies Fund (ATCAX) is an MF managed by Independent / Boutique. Its largest position is FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND (FGXXX), representing 18.85% of fund assets.

Anchor Risk Managed Income Strategies Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
ATCAX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Feb 28, 2026
Filing Date:
Apr 14, 2026
Showing 15 out of 15 holdings
Holding Weight Market Value Shares
-
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND
18.85% $4,949,722.02 4,949,722
-
GLOBAL X FUNDS
11.35% $2,981,505.00 169,500
-
JPMORGAN EQUITY PREMIUM INCOME ETF
9.12% $2,395,200.00 40,000
-
PIMCO Dynamic Income Fund
8.51% $2,236,157.00 124,300
-
J P MORGAN EXCHANGE TRADED FUND TRUST
8.18% $2,147,480.00 37,000
-
PIMCO Dynamic Income Opportunities Fund
7.14% $1,876,275.00 134,500
-
FIRST TRUST EXCHANGE-TRADED FUND VI
6.04% $1,585,890.00 67,000
-
FIRST TRUST EXCHANGE-TRADED FUND VI
5.75% $1,510,340.00 74,000
-
TIDAL TRUST II
4.64% $1,219,200.00 40,000
-
TIDAL TRUST II
4.61% $1,211,809.30 54,833
-
abrdn Total Dynamic Dividend Fund
3.23% $848,800.00 80,000
-
BlackRock Science & Technology Term Trust
3.03% $796,600.00 35,000
-
NEOS ETF TRUST
2.84% $746,494.00 14,000
-
BlackRock Science & Technology Trust
2.75% $723,420.00 18,000
-
APPLIED MATERIALS INC /DE
-0.13% -$34,721.25 -15
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