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
$143M
AUM Growth
-$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$975K
3
+$525K
4
GILD icon
Gilead Sciences
GILD
+$402K
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$299K

Top Sells

1
+$6.53M
2
+$3.06M
3
+$1.01M
4
BP icon
BP
BP
+$910K
5
NVS icon
Novartis
NVS
+$878K

Sector Composition

1 Financials 16.24%
2 Consumer Staples 11.22%
3 Technology 9.03%
4 Healthcare 8.19%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K 0.01%
228
277
$15K 0.01%
58
278
$15K 0.01%
200
279
$15K 0.01%
358
+300
280
$15K 0.01%
100
281
$14K 0.01%
1,064
282
$14K 0.01%
500
283
$14K 0.01%
220
284
$14K 0.01%
375
285
$14K 0.01%
1,516
286
$14K 0.01%
280
287
$13K 0.01%
400
288
$13K 0.01%
129
289
$13K 0.01%
95
290
$13K 0.01%
584
291
$13K 0.01%
220
292
$13K 0.01%
311
293
$13K 0.01%
300
294
$13K 0.01%
740
295
$12K 0.01%
600
296
$12K 0.01%
108
297
$12K 0.01%
850
298
$12K 0.01%
500
299
$12K 0.01%
342
300
$12K 0.01%
375
10 11
12
13 14