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
451
$1K ﹤0.01%
+5
452
$1K ﹤0.01%
+18,500
453
$1K ﹤0.01%
+65
454
$1K ﹤0.01%
+25
455
$1K ﹤0.01%
+200
456
$1K ﹤0.01%
+1,000
457
$1K ﹤0.01%
+190
458
$1K ﹤0.01%
+29,810
459
$1K ﹤0.01%
+3