FAM

Formidable Asset Management Portfolio holdings

AUM $598M
1-Year Est. Return 12.91%
This Quarter Est. Return
1 Year Est. Return
+12.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$3.06M
2 +$1.32M
3 +$1.21M
4
GRPN icon
Groupon
GRPN
+$1.07M
5
GNW icon
Genworth Financial
GNW
+$1.02M

Sector Composition

1 Financials 15.21%
2 Consumer Staples 10.15%
3 Industrials 9.71%
4 Technology 8.58%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$3K ﹤0.01%
130
452
$3K ﹤0.01%
78
453
$3K ﹤0.01%
305
454
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$2K ﹤0.01%
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114
-450
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33
+7
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$2K ﹤0.01%
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$2K ﹤0.01%
58
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$2K ﹤0.01%
147
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$2K ﹤0.01%
40
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$2K ﹤0.01%
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50
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+92
467
$2K ﹤0.01%
25
468
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469
$2K ﹤0.01%
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470
$1K ﹤0.01%
200
471
$1K ﹤0.01%
+35
472
$1K ﹤0.01%
26
473
$1K ﹤0.01%
+50
474
$1K ﹤0.01%
64
475
$1K ﹤0.01%
+220