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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
$151M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.46M
3
+$1.16M
4
CBB
Cincinnati Bell Inc.
CBB
+$1.1M
5
DD icon
DuPont de Nemours
DD
+$1.01M

Top Sells

1
+$4.87M
2
+$3.31M
3
+$3.08M
4
LM
Legg Mason, Inc.
LM
+$1.69M
5
TCOM icon
Trip.com Group
TCOM
+$1.64M

Sector Composition

1 Financials 15.27%
2 Consumer Staples 13.02%
3 Technology 10.27%
4 Industrials 9.47%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
200
452
$1K ﹤0.01%
64
453
$1K ﹤0.01%
+88
454
$1K ﹤0.01%
80
455
$1K ﹤0.01%
31
456
$1K ﹤0.01%
134
457
$1K ﹤0.01%
148
458
$1K ﹤0.01%
300
459
$1K ﹤0.01%
36
460
$1K ﹤0.01%
+55
461
$1K ﹤0.01%
16
462
$1K ﹤0.01%
100
463
– –
-810
464
– –
-35
465
– –
-29,020
466
– –
-1,412
467
– –
-400
468
– –
-1,859
469
– –
-5,440
470
– –
-50
471
– –
-98
472
$0 ﹤0.01%
17
-1
473
$0 ﹤0.01%
4
474
– –
-51
475
– –
-300
17 18
19
20 21