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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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$6.91M
3
+$5.05M
4
GE icon
GE Aerospace
GE
+$4.96M
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.12%
2 Consumer Staples 11.93%
3 Industrials 9.43%
4 Healthcare 9.18%
5 Technology 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
+2,000
377
$4K ﹤0.01%
+180
378
$4K ﹤0.01%
+336
379
$4K ﹤0.01%
+248
380
$4K ﹤0.01%
+221
381
$4K ﹤0.01%
+150
382
$4K ﹤0.01%
+100
383
$4K ﹤0.01%
+201
384
$4K ﹤0.01%
+100
385
$4K ﹤0.01%
+351
386
$4K ﹤0.01%
+150
387
$3K ﹤0.01%
+150
388
$3K ﹤0.01%
+160
389
$3K ﹤0.01%
+35
390
$3K ﹤0.01%
+240
391
$3K ﹤0.01%
+50
392
$3K ﹤0.01%
+139
393
$3K ﹤0.01%
+265
394
$3K ﹤0.01%
+100
395
$3K ﹤0.01%
+62
396
$3K ﹤0.01%
+170
397
$3K ﹤0.01%
+200
398
$3K ﹤0.01%
+332
399
$3K ﹤0.01%
+134
400
$3K ﹤0.01%
+336
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