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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
$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
301
$12K 0.01%
285
302
$12K 0.01%
200
303
$12K 0.01%
400
-927
304
$11K 0.01%
278
305
$11K 0.01%
1,411
306
$11K 0.01%
965
307
$11K 0.01%
200
308
$11K 0.01%
925
309
$11K 0.01%
200
310
$11K 0.01%
150
311
$11K 0.01%
180
312
$11K 0.01%
859
313
$11K 0.01%
762
314
$11K 0.01%
109
315
$11K 0.01%
240
316
$11K 0.01%
500
317
$11K 0.01%
21
318
$11K 0.01%
55
319
$11K 0.01%
297
320
$10K 0.01%
665
321
$10K 0.01%
500
322
$10K 0.01%
1,248
323
$10K 0.01%
1,061
324
$10K 0.01%
892
325
$10K 0.01%
108
11 12
13
14 15