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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
$143M
AUM Growth
-$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$975K
3
+$525K
4
GILD icon
Gilead Sciences
GILD
+$402K
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$299K

Top Sells

1
+$6.53M
2
+$3.06M
3
+$1.01M
4
BP icon
BP
BP
+$910K
5
NVS icon
Novartis
NVS
+$878K

Sector Composition

1 Financials 16.24%
2 Consumer Staples 11.22%
3 Technology 9.03%
4 Healthcare 8.19%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
100
402
$4K ﹤0.01%
200
-115
403
$4K ﹤0.01%
62
404
$4K ﹤0.01%
160
405
$4K ﹤0.01%
100
406
$4K ﹤0.01%
35
407
$4K ﹤0.01%
300
408
$4K ﹤0.01%
351
409
$4K ﹤0.01%
306
410
$4K ﹤0.01%
100
411
$4K ﹤0.01%
50
412
$3K ﹤0.01%
336
413
$3K ﹤0.01%
332
414
$3K ﹤0.01%
134
415
$3K ﹤0.01%
75
416
$3K ﹤0.01%
73
417
$3K ﹤0.01%
41
418
$3K ﹤0.01%
130
419
$3K ﹤0.01%
78
420
$3K ﹤0.01%
100
421
$3K ﹤0.01%
120
422
$3K ﹤0.01%
170
423
$3K ﹤0.01%
328
424
$3K ﹤0.01%
150
425
$2K ﹤0.01%
59
15 16
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