- What are the top holdings of ATESX?
- Anchor Risk Managed Equity Strategies Fund - Institutional Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does ATESX have?
- ATESX holds — positions as reported by the fund's most recent disclosure.
- What sectors does ATESX invest in?
- Anchor Risk Managed Equity Strategies Fund - Institutional Class (ATESX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is ATESX most exposed to?
- ATESX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is ATESX a US-only fund?
- The country allocation card on this page shows ATESX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does ATESX invest in?
- Under typical market conditions, this fund primarily dedicates at least 80% of its total assets (including any leveraged capital) to equity securities. It achieves this exposure by taking both "long" and "short" positions, either through direct investments or indirectly via unaffiliated exchange-traded funds (ETFs) and mutual funds. Furthermore, the fund has the discretion to strategically invest in inverse funds, which are tied to equity markets or specific indices. This is done whenever the adviser believes such a strategy will serve as an effective hedge to manage and mitigate risk associated with the fund's core equity holdings.
