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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
$152M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2M
3
+$1.15M
4
RHE
Regional Health Properties, Inc.
RHE
+$826K
5
PCP
PRECISION CASTPARTS CORP
PCP
+$555K

Top Sells

1
+$737K
2
+$263K
3
+$260K
4
IQV icon
IQVIA
IQV
+$250K
5
CRM icon
Salesforce
CRM
+$222K

Sector Composition

1 Healthcare 12.68%
2 Financials 12.39%
3 Consumer Staples 12.35%
4 Technology 10.88%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
351
452
$4K ﹤0.01%
78
453
$4K ﹤0.01%
306
454
$4K ﹤0.01%
28
455
$4K ﹤0.01%
1,200
456
$4K ﹤0.01%
300
457
$3K ﹤0.01%
120
458
$3K ﹤0.01%
170
459
$3K ﹤0.01%
100
460
$3K ﹤0.01%
100
461
$3K ﹤0.01%
35
462
$3K ﹤0.01%
336
463
$3K ﹤0.01%
+35
464
$3K ﹤0.01%
134
465
$3K ﹤0.01%
99
466
$3K ﹤0.01%
147
467
$3K ﹤0.01%
73
468
$3K ﹤0.01%
40
469
$3K ﹤0.01%
200
470
$3K ﹤0.01%
166
471
$3K ﹤0.01%
130
472
$3K ﹤0.01%
44
473
$2K ﹤0.01%
40
474
$2K ﹤0.01%
150
475
$2K ﹤0.01%
64
17 18
19
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