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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
301
$12K 0.01%
500
302
$12K 0.01%
297
303
$12K 0.01%
129
304
$12K 0.01%
850
305
$12K 0.01%
500
306
$12K 0.01%
925
307
$12K 0.01%
+600
308
$12K 0.01%
21
309
$12K 0.01%
1,411
310
$12K 0.01%
375
311
$12K 0.01%
500
312
$12K 0.01%
220
313
$12K 0.01%
285
314
$11K 0.01%
1,376
315
$11K 0.01%
342
316
$11K 0.01%
892
317
$11K 0.01%
220
318
$11K 0.01%
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319
$11K 0.01%
200
320
$11K 0.01%
+203
321
$11K 0.01%
965
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$11K 0.01%
242
323
$11K 0.01%
600
324
$11K 0.01%
225
-375
325
$11K 0.01%
762
11 12
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14 15