FAM
Formidable Asset Management Portfolio holdings
AUM
$598M
1-Year Return
12.91%
This Quarter Return
+9.94%
1 Year Return
+12.91%
3 Year Return
+55.91%
5 Year Return
+112.23%
10 Year Return
+281.68%
AUM
$149M
AUM Growth
+$32.8M
(+28%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
13.22%
Top 10 Holdings %
Top 10 Hldgs %
36.7%
Holding
551
New
68
Increased
55
Reduced
76
Closed
54
Top Buys
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
+$3.06M |
| 2 |
LM
Legg Mason, Inc.
LM
|
+$1.32M |
| 3 |
Bank of America
BAC
|
+$1.21M |
| 4 |
Groupon
GRPN
|
+$1.07M |
| 5 |
Genworth Financial
GNW
|
+$1.02M |
Top Sells
| 1 |
Southern Copper
SCCO
|
+$468K |
| 2 |
Deere & Co
DE
|
+$415K |
| 3 |
Lincoln National
LNC
|
+$411K |
| 4 |
Global X Copper Miners ETF NEW
COPX
|
+$399K |
| 5 |
INFI
Infinity Pharmaceuticals, Inc.
INFI
|
+$354K |
Sector Composition
| 1 | Financials | 15.21% |
| 2 | Consumer Staples | 10.15% |
| 3 | Industrials | 9.71% |
| 4 | Technology | 8.58% |
| 5 | Healthcare | 8.34% |
