FAM

Formidable Asset Management Portfolio holdings

AUM $687M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$466M
AUM Growth
+$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$6.5M
3
+$6.03M
4
FLUX icon
Flux Power
FLUX
+$5.38M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.05M

Top Sells

1
+$32.6M
2
+$8.05M
3
+$4.89M
4
BAC icon
Bank of America
BAC
+$4.74M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.95M

Sector Composition

1 Consumer Staples 13.93%
2 Healthcare 10.82%
3 Technology 9.26%
4 Industrials 9.14%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
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