FAM

Formidable Asset Management Portfolio holdings

AUM $598M
1-Year Est. Return 12.91%
This Quarter Est. Return
1 Year Est. Return
+12.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1 +$3.65M
2 +$1.67M
3 +$728K
4
SPGI icon
S&P Global
SPGI
+$724K
5
TGNA icon
TEGNA Inc
TGNA
+$510K

Top Sells

1 +$3.72M
2 +$1.16M
3 +$927K
4
PSA icon
Public Storage
PSA
+$906K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$743K

Sector Composition

1 Technology 16.28%
2 Consumer Staples 13.86%
3 Industrials 9.62%
4 Healthcare 8.83%
5 Financials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-55,366