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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 Buys

1
+$3.89M
2
+$2M
3
+$1.15M
4
RHE
Regional Health Properties, Inc.
RHE
+$826K
5
PCP
PRECISION CASTPARTS CORP
PCP
+$555K

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
426
$5K ﹤0.01%
201
427
$5K ﹤0.01%
300
428
$5K ﹤0.01%
98
429
$5K ﹤0.01%
+289
430
$5K ﹤0.01%
83
-88
431
$5K ﹤0.01%
150
432
$5K ﹤0.01%
+60
433
$5K ﹤0.01%
77
434
$5K ﹤0.01%
300
435
$5K ﹤0.01%
41
436
$5K ﹤0.01%
100
437
$4K ﹤0.01%
100
438
$4K ﹤0.01%
+25
439
$4K ﹤0.01%
200
440
$4K ﹤0.01%
62
441
$4K ﹤0.01%
+42
442
$4K ﹤0.01%
95
-2,225
443
$4K ﹤0.01%
300
444
$4K ﹤0.01%
56
445
$4K ﹤0.01%
200
446
$4K ﹤0.01%
221
447
$4K ﹤0.01%
328
448
$4K ﹤0.01%
160
449
$4K ﹤0.01%
35
450
$4K ﹤0.01%
109
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