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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
$152M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2M
3
+$1.15M
4
RHE
Regional Health Properties, Inc.
RHE
+$826K
5
PCP
PRECISION CASTPARTS CORP
PCP
+$555K

Top Sells

1
+$737K
2
+$263K
3
+$260K
4
IQV icon
IQVIA
IQV
+$250K
5
CRM icon
Salesforce
CRM
+$222K

Sector Composition

1 Healthcare 12.68%
2 Financials 12.39%
3 Consumer Staples 12.35%
4 Technology 10.88%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15K 0.01%
590
-150
302
$15K 0.01%
584
303
$15K 0.01%
278
304
$15K 0.01%
500
305
$15K 0.01%
58
306
$15K 0.01%
300
307
$15K 0.01%
95
308
$14K 0.01%
21
309
$14K 0.01%
1,064
310
$14K 0.01%
180
311
$14K 0.01%
1,516
312
$14K 0.01%
+290
313
$14K 0.01%
311
314
$14K 0.01%
165
+2
315
$14K 0.01%
600
316
$14K 0.01%
200
317
$13K 0.01%
+519
318
$13K 0.01%
220
319
$13K 0.01%
400
320
$13K 0.01%
250
-2,355
321
$13K 0.01%
145
322
$13K 0.01%
297
323
$12K 0.01%
277
-136
324
$12K 0.01%
1,411
325
$12K 0.01%
375
11 12
13
14 15