FAM
Formidable Asset Management Portfolio holdings
AUM
$598M
1-Year Return
12.91%
This Quarter Return
+0.07%
1 Year Return
+12.91%
3 Year Return
+55.91%
5 Year Return
+112.23%
10 Year Return
+281.68%
AUM
$609M
AUM Growth
-$17.1M
(-2.7%)
Cap. Flow
-$6.55M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
36.93%
Holding
400
New
32
Increased
93
Reduced
200
Closed
27
Top Buys
| 1 |
JPMorgan Active Growth ETF
JGRO
|
$1.82M |
| 2 |
IBM
IBM
|
$1.18M |
| 3 |
T. Rowe Price Dividend Growth ETF
TDVG
|
$1.14M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$972K |
| 5 |
Skechers
SKX
|
$769K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$3.05M |
| 2 |
Apple
AAPL
|
$1.42M |
| 3 |
Formidable Fortress ETF
KONG
|
$1.27M |
| 4 |
Chemed
CHE
|
$1.09M |
| 5 |
JD.com
JD
|
$1.03M |
Sector Composition
| 1 | Technology | 22.03% |
| 2 | Consumer Staples | 11.56% |
| 3 | Financials | 8.08% |
| 4 | Consumer Discretionary | 7.72% |
| 5 | Healthcare | 7.71% |
