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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
$152M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2M
3
+$1.15M
4
RHE
Regional Health Properties, Inc.
RHE
+$826K
5
PCP
PRECISION CASTPARTS CORP
PCP
+$555K

Top Sells

1
+$737K
2
+$263K
3
+$260K
4
IQV icon
IQVIA
IQV
+$250K
5
CRM icon
Salesforce
CRM
+$222K

Sector Composition

1 Healthcare 12.68%
2 Financials 12.39%
3 Consumer Staples 12.35%
4 Technology 10.88%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21K 0.01%
676
277
$20K 0.01%
2,711
278
$20K 0.01%
+300
279
$20K 0.01%
222
+22
280
$20K 0.01%
1,350
-100
281
$20K 0.01%
1,200
+450
282
$20K 0.01%
480
283
$19K 0.01%
771
284
$19K 0.01%
768
285
$19K 0.01%
6
286
$19K 0.01%
1,278
287
$19K 0.01%
108
288
$18K 0.01%
625
289
$18K 0.01%
516
290
$18K 0.01%
605
-1,250
291
$18K 0.01%
183
+56
292
$17K 0.01%
750
293
$17K 0.01%
+150
294
$17K 0.01%
1,027
295
$17K 0.01%
+1,000
296
$17K 0.01%
400
297
$16K 0.01%
1,000
298
$16K 0.01%
660
299
$16K 0.01%
358
300
$15K 0.01%
740
10 11
12
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