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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
$522M
AUM Growth
+$471K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.31M
3
+$6.18M
4
ETO
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
+$2.43M
5
MKTW icon
MarketWise
MKTW
+$1.89M

Top Sells

1
+$1.95M
2
+$1.87M
3
+$1.68M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.58M
5
MSFT icon
Microsoft
MSFT
+$1.2M

Sector Composition

1 Technology 16.55%
2 Consumer Staples 13.61%
3 Healthcare 9.26%
4 Industrials 7.43%
5 Financials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8K ﹤0.01%
10,000
-1,000
327
$7K ﹤0.01%
40,000
328
– –
-16,612
329
– –
-2
330
– –
-10,197
331
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-16,339
332
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-1,797
333
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-2,732
334
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-10,681
335
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336
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-860
337
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-4,775
338
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-2,072
339
– –
-4,733
340
– –
-1,426
341
– –
-10,000
342
– –
-35,197
343
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-32,000
344
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-6,010
345
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346
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-336
347
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-121,108
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