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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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$6.91M
3
+$5.05M
4
GE icon
GE Aerospace
GE
+$4.96M
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.12%
2 Consumer Staples 11.93%
3 Industrials 9.43%
4 Healthcare 9.18%
5 Technology 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8K 0.01%
+564
327
$8K 0.01%
+100
328
$8K 0.01%
+109
329
$8K 0.01%
+1,308
330
$7K 0.01%
+225
331
$7K 0.01%
+220
332
$7K 0.01%
+180
333
$7K 0.01%
+100
334
$7K 0.01%
+164
335
$7K 0.01%
+300
336
$7K 0.01%
+200
337
$7K 0.01%
+600
338
$7K 0.01%
+190
339
$7K 0.01%
+152
340
$7K 0.01%
+87
341
$6K 0.01%
+60
342
$6K 0.01%
+92
343
$6K 0.01%
+200
344
$6K 0.01%
+470
345
$6K 0.01%
+900
346
$6K 0.01%
+862
347
$6K 0.01%
+98
348
$6K 0.01%
+246
349
$6K 0.01%
+900
350
$6K 0.01%
+153
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