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
+$21.7M
2
+$6.5M
3
+$6.47M
4
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$6.02M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.99M

Top Sells

1
+$30.8M
2
+$7.55M
3
+$4.71M
4
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$4.7M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.77M

Sector Composition

1 Consumer Staples 13.93%
2 Healthcare 10.82%
3 Technology 9.26%
4 Industrials 9.08%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
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