FAM
Formidable Asset Management Portfolio holdings
AUM
$598M
1-Year Return
12.91%
This Quarter Return
-12.31%
1 Year Return
+12.91%
3 Year Return
+55.91%
5 Year Return
+112.23%
10 Year Return
+281.68%
AUM
$444M
AUM Growth
-$77.3M
(-15%)
Cap. Flow
-$3.89M
Cap. Flow
% of AUM
-0.88%
Top 10 Holdings %
Top 10 Hldgs %
43.09%
Holding
372
New
21
Increased
116
Reduced
126
Closed
53
Top Buys
| 1 |
Formidable Fortress ETF
KONG
|
$5.78M |
| 2 |
Formidable ETF
FORH
|
$1.62M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$1.47M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$1.29M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.26M |
Top Sells
| 1 |
Tractor Supply
TSCO
|
$3.04M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.52M |
| 3 |
SAFM
Sanderson Farms Inc
SAFM
|
$1.85M |
| 4 |
Willis Towers Watson
WTW
|
$1.53M |
| 5 |
Chemed
CHE
|
$1.09M |
Sector Composition
| 1 | Technology | 15.59% |
| 2 | Consumer Staples | 14.73% |
| 3 | Healthcare | 9.97% |
| 4 | Industrials | 8.34% |
| 5 | Financials | 6.48% |
