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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
$146M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$848K
3
+$760K
4
SYBT icon
Stock Yards Bancorp
SYBT
+$356K
5
CVX icon
Chevron
CVX
+$220K

Top Sells

1
+$4.04M
2
+$2.52M
3
+$1.79M
4
DAL icon
Delta Air Lines
DAL
+$1.06M
5
GNW icon
Genworth Financial
GNW
+$689K

Sector Composition

1 Consumer Staples 13.92%
2 Financials 13.17%
3 Technology 10.69%
4 Healthcare 10.32%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13K 0.01%
200
302
$13K 0.01%
1,064
303
$13K 0.01%
605
+425
304
$13K 0.01%
200
305
$13K 0.01%
850
306
$12K 0.01%
220
307
$12K 0.01%
1,376
308
$12K 0.01%
375
309
$12K 0.01%
285
310
$12K 0.01%
500
311
$12K 0.01%
297
312
$12K 0.01%
+735
313
$12K 0.01%
925
314
$12K 0.01%
375
315
$11K 0.01%
1,411
316
$11K 0.01%
965
317
$11K 0.01%
242
318
$11K 0.01%
100
319
$11K 0.01%
129
320
$11K 0.01%
759
321
– –
-145
322
$11K 0.01%
50
323
$11K 0.01%
600
324
$11K 0.01%
500
325
$11K 0.01%
859
11 12
13
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