Fund comparison · from official SEC filings
ATAMX vs BHILX: how much do they overlap?
Anchor Risk Managed Municipal Strategies Fund and BHILL Fund
vs
Shared holdings
Company
ATAMX
BHILX
F
FGXXXFIRST AM GOVT OBLIG-X
11.67%
14.56%
N
NADNUVEEN QUALITY MUNICIPAL INC
7.29%
0.60%
Only in ATAMX
M
MUCBLACKROCK MUNIHOLD CA QLTY
17.25%
T
TBTPROSHARES ULTRASHORT 20+Y TR
16.52%
X
XNEAXNUVEEN AMT-FR QLTY MUNI INC
8.21%
N
NACNUVEEN CA QLTY MUNI INC
7.60%
N
NZFNUVEEN MUNICIPAL CREDIT INC
6.70%
X
XNCMXNUVEEN CA AMT-FR MUNI INC
5.46%
N
NUVNUVEEN MUNICIPAL VALUE
4.20%
X
XBFZXBLACKROCK CA MUNI INC TR
4.02%
N
NVGNUVEEN AMT-FR MUNI CRDT
3.94%
V
VCVINVESCO CA VAL MUNI INC TR
3.93%
N
NMZNUVEEN MUNI HI INC OPPORT
3.21%
Only in BHILX
S
SHYGISHARES 0-5 YR HY CORP BOND
16.22%
P
PGXINVESCO PREFERRED ETF
15.77%
L
LNC 9 PERP DLINCOLN NATIONAL CORP
8.44%
P
PMLPIMCO MUNICIPAL INCOME FD II
8.13%
S
SLQDISHARES 0-5 YR INV GRD CORP
7.86%
A
AGNC V6.125 PERP FAGNC INVESTMENT CORP
3.84%
N
NCV 5.625 PERP AVIRTUS CVT & INCOME FUND
3.83%
A
AGNC 8.75 PERP HAGNC INVESTMENT CORP
3.81%
V
VCLTVANGUARD LONG-TERM CORP BOND
3.65%
N
NLY V0 PERP IANNALY CAPITAL MGMT
2.90%
R
RGA V7.125 10.15.52REINSURANCE GRP OF AMER
2.89%
P
PFFISHARES PREFERRED & INCOME S
2.42%
V
VVRINVESCO SENIOR INCOME TRUST
2.17%
C
CG 4.625 05.15.61CARLYLE FINANCE LLC
1.99%
K
KKR 4.625 04.01.61KKR GROUP FIN CO IX LLC
0.93%
Hold ATAMX and BHILX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
ATAMX vs XMPTVanEck CEF Muni Income ETF
31% overlap
BHILX vs TFFIChesapeake Trend-Following Fixed Income ETF
17% overlap
BHILX vs AAMAXAbsolute Capital Asset Allocator Fund
14% overlap
ATAMX vs AAMAXAbsolute Capital Asset Allocator Fund
12% overlap
ATAMX vs ACMAXAbsolute Capital Defender Fund
12% overlap
ATAMX vs AINTFINQ DOLLAR NEUTRAL U.S. Large Cap AI-Managed Equity ETF
12% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.