We are live on ! Find out more
FAM

Formidable Asset Management Portfolio holdings

AUM $648M
1-Year Est. Return 11.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.99M
3
+$1.23M
4
TCOM icon
Trip.com Group
TCOM
+$1.11M
5
BAC icon
Bank of America
BAC
+$1.07M

Top Sells

1
+$423K
2
+$414K
3
+$412K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$403K
5
LNC icon
Lincoln National
LNC
+$400K

Sector Composition

1 Financials 15.21%
2 Consumer Staples 10.15%
3 Industrials 9.72%
4 Technology 8.58%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K 0.02%
+363
252
$24K 0.02%
3,850
253
$24K 0.02%
500
254
$23K 0.02%
450
255
$23K 0.02%
200
256
$23K 0.02%
+537
257
$23K 0.02%
94
-11
258
$22K 0.01%
326
-42
259
$22K 0.01%
2,711
260
$22K 0.01%
+380
261
$21K 0.01%
1,200
262
$21K 0.01%
426
263
$21K 0.01%
100
264
$21K 0.01%
300
265
$21K 0.01%
+467
266
$21K 0.01%
309
267
$20K 0.01%
357
268
$20K 0.01%
404
269
$20K 0.01%
2,200
-8,000
270
$20K 0.01%
+1,860
271
$20K 0.01%
233
272
$20K 0.01%
+175
273
$19K 0.01%
773
274
$19K 0.01%
676
275
$19K 0.01%
2,354
+1,046
9 10
11
12 13