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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
$149M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.99M
3
+$1.23M
4
TCOM icon
Trip.com Group
TCOM
+$1.11M
5
BAC icon
Bank of America
BAC
+$1.07M

Top Sells

1
+$423K
2
+$414K
3
+$412K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$403K
5
LNC icon
Lincoln National
LNC
+$400K

Sector Composition

1 Financials 15.21%
2 Consumer Staples 10.15%
3 Industrials 9.72%
4 Technology 8.58%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
96
402
$5K ﹤0.01%
200
403
$5K ﹤0.01%
92
404
$5K ﹤0.01%
554
405
$5K ﹤0.01%
201
406
$5K ﹤0.01%
200
407
$5K ﹤0.01%
470
408
$5K ﹤0.01%
133
+1
409
$5K ﹤0.01%
50
410
$5K ﹤0.01%
100
411
$5K ﹤0.01%
150
412
$5K ﹤0.01%
+6
413
$5K ﹤0.01%
63
414
$5K ﹤0.01%
87
415
$5K ﹤0.01%
120
416
$5K ﹤0.01%
+124
417
$5K ﹤0.01%
150
418
$5K ﹤0.01%
28
419
$4K ﹤0.01%
85
420
$4K ﹤0.01%
180
421
$4K ﹤0.01%
248
422
$4K ﹤0.01%
+300
423
$4K ﹤0.01%
100
424
$4K ﹤0.01%
300
+60
425
$4K ﹤0.01%
351
15 16
17
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