FAM

Formidable Asset Management Portfolio holdings

AUM $635M
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.12%
2 Consumer Staples 11.93%
3 Industrials 9.42%
4 Healthcare 9.18%
5 Technology 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$1K ﹤0.01%
+100
427
$1K ﹤0.01%
+9
428
$1K ﹤0.01%
+64
429
$1K ﹤0.01%
+50
430
$1K ﹤0.01%
+18
431
$1K ﹤0.01%
+22
432
$1K ﹤0.01%
+134
433
$1K ﹤0.01%
+148
434
$1K ﹤0.01%
+36
435
0
436
$1K ﹤0.01%
+3
437
$1K ﹤0.01%
+132
438
$1K ﹤0.01%
+68
439
$1K ﹤0.01%
+2
440
$1K ﹤0.01%
+166
441
$1K ﹤0.01%
+16
442
$1K ﹤0.01%
+16
443
$1K ﹤0.01%
+100
444
$1K ﹤0.01%
+100
445
$1K ﹤0.01%
+2
446
$1K ﹤0.01%
+10
447
$1K ﹤0.01%
+2
448
$1K ﹤0.01%
+100
449
$1K ﹤0.01%
+3,200
450
$1K ﹤0.01%
+62