FAM

Formidable Asset Management Portfolio holdings

AUM $687M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
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 Sells

1 +$737K
2 +$274K
3 +$257K
4
CRM icon
Salesforce
CRM
+$254K
5
AAP icon
Advance Auto Parts
AAP
+$246K

Sector Composition

1 Healthcare 12.68%
2 Financials 12.39%
3 Consumer Staples 12.35%
4 Technology 10.88%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
31
402
$7K ﹤0.01%
190
-325
403
$7K ﹤0.01%
554
404
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78
405
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406
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85
408
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409
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470
411
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100
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87
413
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417
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421
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422
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+1,000
423
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+250
424
$5K ﹤0.01%
+60
425
$5K ﹤0.01%
77