FAM

Formidable Asset Management Portfolio holdings

AUM $598M
1-Year Est. Return 12.91%
This Quarter Est. Return
1 Year Est. Return
+12.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1 +$5.03M
2 +$4.69M
3 +$1.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.26M
5
FLUX icon
Flux Power
FLUX
+$1.15M

Sector Composition

1 Technology 19.51%
2 Consumer Staples 17.8%
3 Healthcare 13.38%
4 Consumer Discretionary 9.02%
5 Financials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-26,577