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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
426
$2K ﹤0.01%
300
427
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100
428
$2K ﹤0.01%
132
429
$2K ﹤0.01%
50
430
$2K ﹤0.01%
147
431
$2K ﹤0.01%
115
+1
432
$2K ﹤0.01%
33
433
$2K ﹤0.01%
200
434
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40
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$2K ﹤0.01%
25
436
$2K ﹤0.01%
+175
437
$2K ﹤0.01%
26
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$1K ﹤0.01%
26
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$1K ﹤0.01%
68
440
$1K ﹤0.01%
166
441
$1K ﹤0.01%
16
442
$1K ﹤0.01%
100
443
$1K ﹤0.01%
100
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$1K ﹤0.01%
2,000
445
$1K ﹤0.01%
62
446
$1K ﹤0.01%
200
447
$1K ﹤0.01%
64
448
$1K ﹤0.01%
+31
449
$1K ﹤0.01%
134
450
$1K ﹤0.01%
148
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