FAM
Formidable Asset Management Portfolio holdings
AUM
$598M
This Quarter Return
+7.78%
1 Year Return
+12.91%
3 Year Return
+55.91%
5 Year Return
+112.23%
10 Year Return
+281.68%
AUM
$317M
AUM Growth
+$317M
(+194%)
Cap. Flow
+$203M
Cap. Flow
% of AUM
64.01%
Top 10 Holdings %
Top 10 Hldgs %
43.72%
Holding
263
New
134
Increased
50
Reduced
22
Closed
30
Top Buys
| 1 |
Procter & Gamble
PG
|
$36.1M |
| 2 |
Apple
AAPL
|
$23.1M |
| 3 |
Meta Platforms (Facebook)
META
|
$9.25M |
| 4 |
Microsoft
MSFT
|
$8.11M |
| 5 |
Bank of America
BAC
|
$5.98M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 18.42% |
| 2 | Technology | 17.22% |
| 3 | Healthcare | 13.83% |
| 4 | Consumer Discretionary | 9.34% |
| 5 | Financials | 9.17% |
