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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 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
401
$7K ﹤0.01%
151
402
$7K ﹤0.01%
100
403
$7K ﹤0.01%
166
404
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31
405
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85
407
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254
409
$6K ﹤0.01%
470
410
$6K ﹤0.01%
100
411
$6K ﹤0.01%
87
412
$6K ﹤0.01%
535
413
$6K ﹤0.01%
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+250
417
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900
418
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50
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862
420
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+134
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+225
422
$6K ﹤0.01%
87
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$6K ﹤0.01%
+1,000
424
$5K ﹤0.01%
128
425
$5K ﹤0.01%
150