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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
$149M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.99M
3
+$1.23M
4
TCOM icon
Trip.com Group
TCOM
+$1.11M
5
BAC icon
Bank of America
BAC
+$1.07M

Top Sells

1
+$423K
2
+$414K
3
+$412K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$403K
5
LNC icon
Lincoln National
LNC
+$400K

Sector Composition

1 Financials 15.21%
2 Consumer Staples 10.15%
3 Industrials 9.72%
4 Technology 8.58%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13K 0.01%
311
302
$13K 0.01%
300
303
$13K 0.01%
262
304
$13K 0.01%
740
305
$13K 0.01%
95
306
$13K 0.01%
1,064
307
$13K 0.01%
200
308
$13K 0.01%
1,516
309
$12K 0.01%
278
310
$12K 0.01%
600
311
$12K 0.01%
375
312
$12K 0.01%
+500
313
$12K 0.01%
400
314
$12K 0.01%
850
315
$11K 0.01%
21
316
$11K 0.01%
1,411
317
$11K 0.01%
+400
318
$11K 0.01%
220
319
$11K 0.01%
180
320
$11K 0.01%
859
321
$11K 0.01%
200
322
$11K 0.01%
665
323
$11K 0.01%
200
324
$11K 0.01%
150
325
$11K 0.01%
297
11 12
13
14 15