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
$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 9.43%
4 Healthcare 9.18%
5 Technology 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$1K ﹤0.01%
+50
452
$1K ﹤0.01%
+64
453
$1K ﹤0.01%
+9
454
$1K ﹤0.01%
+100
455
$1K ﹤0.01%
+2
456
$1K ﹤0.01%
+18
457
$1K ﹤0.01%
+100
458
$1K ﹤0.01%
+26
459
$1K ﹤0.01%
+200