FAM
Formidable Asset Management Portfolio holdings
AUM
$598M
This Quarter Return
-14.53%
1 Year Return
+12.91%
3 Year Return
+55.91%
5 Year Return
+112.23%
10 Year Return
+281.68%
AUM
$254M
AUM Growth
+$254M
(-20%)
Cap. Flow
-$10.1M
Cap. Flow
% of AUM
-3.98%
Top 10 Holdings %
Top 10 Hldgs %
46.86%
Holding
297
New
64
Increased
40
Reduced
98
Closed
77
Top Buys
Top Sells
| 1 |
Aptus Behavioral Momentum ETF
ADME
|
$2.94M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.53M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.91M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.67M |
| 5 |
Aptus Defined Risk ETF
DRSK
|
$1.01M |
Sector Composition
| 1 | Consumer Staples | 19.39% |
| 2 | Technology | 16.8% |
| 3 | Healthcare | 15.14% |
| 4 | Financials | 7.48% |
| 5 | Consumer Discretionary | 7.48% |