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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
$151M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.46M
3
+$1.16M
4
CBB
Cincinnati Bell Inc.
CBB
+$1.1M
5
DD icon
DuPont de Nemours
DD
+$1.01M

Top Sells

1
+$4.87M
2
+$3.31M
3
+$3.08M
4
LM
Legg Mason, Inc.
LM
+$1.69M
5
TCOM icon
Trip.com Group
TCOM
+$1.64M

Sector Composition

1 Financials 15.27%
2 Consumer Staples 13.02%
3 Technology 10.27%
4 Industrials 9.47%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K 0.01%
2,000
277
$16K 0.01%
584
278
$16K 0.01%
358
279
$16K 0.01%
40
280
$15K 0.01%
108
281
$15K 0.01%
1,516
282
$15K 0.01%
300
283
$14K 0.01%
1,064
284
$14K 0.01%
58
285
$14K 0.01%
400
286
$14K 0.01%
145
-60
287
$14K 0.01%
190
288
$14K 0.01%
95
289
$13K 0.01%
180
290
$13K 0.01%
128
+20
291
$13K 0.01%
200
292
$13K 0.01%
311
293
$13K 0.01%
127
+18
294
$13K 0.01%
740
295
$13K 0.01%
200
296
$13K 0.01%
200
297
$12K 0.01%
859
298
$12K 0.01%
375
299
$12K 0.01%
220
300
$12K 0.01%
+750
10 11
12
13 14