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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
$146M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$848K
3
+$760K
4
SYBT icon
Stock Yards Bancorp
SYBT
+$356K
5
CVX icon
Chevron
CVX
+$220K

Top Sells

1
+$4.04M
2
+$2.52M
3
+$1.79M
4
DAL icon
Delta Air Lines
DAL
+$1.06M
5
GNW icon
Genworth Financial
GNW
+$689K

Sector Composition

1 Consumer Staples 13.92%
2 Financials 13.17%
3 Technology 10.69%
4 Healthcare 10.32%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11K 0.01%
762
327
$11K 0.01%
127
328
$11K 0.01%
200
329
$11K 0.01%
892
330
$11K 0.01%
220
331
$11K 0.01%
750
332
$10K 0.01%
166
333
$10K 0.01%
1,061
334
– –
-190
335
$10K 0.01%
80
336
$10K 0.01%
2,354
-175
337
$10K 0.01%
715
338
$10K 0.01%
280
339
$10K 0.01%
276
+24
340
$10K 0.01%
254
+34
341
$10K 0.01%
1,248
342
$10K 0.01%
140
343
$9K 0.01%
109
344
– –
-225
345
– –
-150
346
$9K 0.01%
153
347
$9K 0.01%
171
348
$9K 0.01%
+163
349
$8K 0.01%
199
-79
350
$8K 0.01%
60
12 13
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15 16