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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
$146M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$848K
3
+$760K
4
SYBT icon
Stock Yards Bancorp
SYBT
+$356K
5
CVX icon
Chevron
CVX
+$220K

Top Sells

1
+$4.04M
2
+$2.52M
3
+$1.79M
4
DAL icon
Delta Air Lines
DAL
+$1.06M
5
GNW icon
Genworth Financial
GNW
+$689K

Sector Composition

1 Consumer Staples 13.92%
2 Financials 13.17%
3 Technology 10.69%
4 Healthcare 10.32%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
336
427
$3K ﹤0.01%
+99
428
$3K ﹤0.01%
100
429
$3K ﹤0.01%
+35
430
$3K ﹤0.01%
116
431
– –
0
432
$3K ﹤0.01%
134
433
$3K ﹤0.01%
73
434
$3K ﹤0.01%
40
435
$3K ﹤0.01%
+78
436
$3K ﹤0.01%
+200
437
$3K ﹤0.01%
166
438
$3K ﹤0.01%
130
439
$3K ﹤0.01%
1,200
440
$3K ﹤0.01%
44
441
$2K ﹤0.01%
26
442
$2K ﹤0.01%
59
443
$2K ﹤0.01%
39
444
$2K ﹤0.01%
132
445
$2K ﹤0.01%
25
446
$2K ﹤0.01%
175
447
$2K ﹤0.01%
100
448
$2K ﹤0.01%
120
449
$2K ﹤0.01%
100
450
$2K ﹤0.01%
900
16 17
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