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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
$626M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.15M
3
+$1.66M
4
JD icon
JD.com
JD
+$1.16M
5
ADBE icon
Adobe
ADBE
+$1.11M

Top Sells

1
+$2.07M
2
+$1.79M
3
+$1.37M
4
HDV
iShares Core High Dividend ETF
HDV
+$1.35M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.18M

Sector Composition

1 Technology 20.07%
2 Consumer Staples 12.51%
3 Healthcare 8.65%
4 Financials 7.62%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-63,927
402
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-8,380
403
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-17,877
404
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-2,209
405
– –
-23,614
406
– –
-6,743
407
– –
-40,062
408
– –
-1,299
409
– –
-5,075
410
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-1,017
411
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-1,498
412
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-6,443
413
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-8,953
414
– –
-13,548
415
– –
-19,443
416
– –
-3,004
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