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
351
$6K 0.01%
+246
352
$6K 0.01%
+900
353
$5K ﹤0.01%
+96
354
$5K ﹤0.01%
+200
355
$5K ﹤0.01%
+85
356
$5K ﹤0.01%
+68
357
$5K ﹤0.01%
+200
358
$5K ﹤0.01%
+254
359
$5K ﹤0.01%
+127
360
$5K ﹤0.01%
+87
361
$5K ﹤0.01%
+132
362
$5K ﹤0.01%
+107
363
$5K ﹤0.01%
+50
364
$5K ﹤0.01%
+100
365
$5K ﹤0.01%
+87
366
$5K ﹤0.01%
+535
367
$5K ﹤0.01%
+120
368
$5K ﹤0.01%
+31
369
$5K ﹤0.01%
+306
370
$5K ﹤0.01%
+28
371
$5K ﹤0.01%
+315
372
$5K ﹤0.01%
+50
373
$4K ﹤0.01%
+180
374
$4K ﹤0.01%
+336
375
$4K ﹤0.01%
+248