FAM

Formidable Asset Management Portfolio holdings

AUM $687M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.37M
3
+$1.76M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.26M
5
FLUX icon
Flux Power
FLUX
+$869K

Top Sells

1
+$9.85M
2
+$5.39M
3
+$2.82M
4
ETO
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
+$2.05M
5
BTO
John Hancock Financial Opportunities Fund
BTO
+$1.32M

Sector Composition

1 Technology 19.51%
2 Consumer Staples 17.8%
3 Healthcare 13.38%
4 Consumer Discretionary 9.02%
5 Financials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
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