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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
$152M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2M
3
+$1.15M
4
RHE
Regional Health Properties, Inc.
RHE
+$826K
5
PCP
PRECISION CASTPARTS CORP
PCP
+$555K

Top Sells

1
+$737K
2
+$263K
3
+$260K
4
IQV icon
IQVIA
IQV
+$250K
5
CRM icon
Salesforce
CRM
+$222K

Sector Composition

1 Healthcare 12.68%
2 Financials 12.39%
3 Consumer Staples 12.35%
4 Technology 10.88%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K 0.01%
+201
377
$8K 0.01%
120
378
$8K 0.01%
400
379
$8K 0.01%
180
380
$8K 0.01%
100
381
$8K 0.01%
199
382
$8K 0.01%
175
383
$8K 0.01%
600
384
$8K 0.01%
304
385
$8K 0.01%
200
386
$8K 0.01%
107
387
$8K 0.01%
200
-85
388
$8K 0.01%
600
389
$8K 0.01%
33
390
$8K 0.01%
55
391
$7K ﹤0.01%
725
-1,950
392
$7K ﹤0.01%
205
+200
393
$7K ﹤0.01%
180
394
$7K ﹤0.01%
218
395
$7K ﹤0.01%
190
-325
396
$7K ﹤0.01%
554
397
$7K ﹤0.01%
78
398
$7K ﹤0.01%
127
399
$7K ﹤0.01%
60
400
$7K ﹤0.01%
200
14 15
16
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