We are live on ! Find out more
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
$146M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$848K
3
+$760K
4
SYBT icon
Stock Yards Bancorp
SYBT
+$356K
5
CVX icon
Chevron
CVX
+$220K

Top Sells

1
+$4.04M
2
+$2.52M
3
+$1.79M
4
DAL icon
Delta Air Lines
DAL
+$1.06M
5
GNW icon
Genworth Financial
GNW
+$689K

Sector Composition

1 Consumer Staples 13.92%
2 Financials 13.17%
3 Technology 10.69%
4 Healthcare 10.32%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
64
452
$2K ﹤0.01%
33
453
$2K ﹤0.01%
+40
454
$2K ﹤0.01%
150
455
$2K ﹤0.01%
147
456
$2K ﹤0.01%
39
457
$2K ﹤0.01%
54
458
$1K ﹤0.01%
134
459
$1K ﹤0.01%
109
-39
460
$1K ﹤0.01%
300
461
$1K ﹤0.01%
36
462
$1K ﹤0.01%
55
463
$1K ﹤0.01%
16
464
$1K ﹤0.01%
200
465
$1K ﹤0.01%
64
466
$1K ﹤0.01%
31
467
$1K ﹤0.01%
50
468
$1K ﹤0.01%
100
-100
469
– –
-92
470
– –
-26,200
471
– –
-117
472
$0 ﹤0.01%
18
473
– –
-50
474
$0 ﹤0.01%
2
475
$0 ﹤0.01%
80
16 17 18
19
20