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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
$151M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.46M
3
+$1.16M
4
CBB
Cincinnati Bell Inc.
CBB
+$1.1M
5
DD icon
DuPont de Nemours
DD
+$1.01M

Top Sells

1
+$4.87M
2
+$3.31M
3
+$3.08M
4
LM
Legg Mason, Inc.
LM
+$1.69M
5
TCOM icon
Trip.com Group
TCOM
+$1.64M

Sector Composition

1 Financials 15.27%
2 Consumer Staples 13.02%
3 Technology 10.27%
4 Industrials 9.47%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
25
377
$6K ﹤0.01%
254
378
$6K ﹤0.01%
470
379
$6K ﹤0.01%
300
380
$6K ﹤0.01%
150
381
$6K ﹤0.01%
535
382
$6K ﹤0.01%
900
383
$6K ﹤0.01%
166
384
$6K ﹤0.01%
554
385
$6K ﹤0.01%
180
386
$6K ﹤0.01%
59
387
$6K ﹤0.01%
87
388
$5K ﹤0.01%
85
389
$5K ﹤0.01%
77
390
$5K ﹤0.01%
200
391
$5K ﹤0.01%
138
+2
392
$5K ﹤0.01%
100
393
$5K ﹤0.01%
87
394
$5K ﹤0.01%
862
395
$5K ﹤0.01%
100
396
$5K ﹤0.01%
109
-43
397
$5K ﹤0.01%
+92
398
$5K ﹤0.01%
150
399
$5K ﹤0.01%
28
400
$5K ﹤0.01%
200
14 15
16
17 18