FAM

Formidable Asset Management Portfolio holdings

AUM $635M
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
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 Sells

No sells this quarter

Sector Composition

1 Financials 14.12%
2 Consumer Staples 11.93%
3 Industrials 9.42%
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%
+109
328
$8K 0.01%
+1,308
329
$8K 0.01%
+100
330
$7K 0.01%
+164
331
$7K 0.01%
+300
332
$7K 0.01%
+200
333
$7K 0.01%
+225
334
$7K 0.01%
+220
335
$7K 0.01%
+600
336
$7K 0.01%
+190
337
$7K 0.01%
+152
338
$7K 0.01%
+180
339
$7K 0.01%
+100
340
$7K 0.01%
+87
341
$6K 0.01%
+127
342
$6K 0.01%
+60
343
$6K 0.01%
+92
344
$6K 0.01%
+200
345
$6K 0.01%
+470
346
$6K 0.01%
+153
347
$6K 0.01%
+63
348
$6K 0.01%
+900
349
$6K 0.01%
+862
350
$6K 0.01%
+98