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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
$157M
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.18M
3
+$820K
4
CEMP
Cempra, Inc.
CEMP
+$700K
5
RAI
Reynolds American Inc
RAI
+$487K

Top Sells

1
+$1.63M
2
+$144K
3
+$53.9K
4
CVX icon
Chevron
CVX
+$38.7K
5
PG icon
Procter & Gamble
PG
+$32.9K

Sector Composition

1 Financials 12.3%
2 Healthcare 12.28%
3 Technology 11.14%
4 Consumer Staples 11.11%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
300
452
$4K ﹤0.01%
56
453
$4K ﹤0.01%
200
454
$4K ﹤0.01%
216
455
$4K ﹤0.01%
77
456
$4K ﹤0.01%
336
457
$4K ﹤0.01%
221
458
$4K ﹤0.01%
201
459
$4K ﹤0.01%
328
460
$4K ﹤0.01%
160
461
$4K ﹤0.01%
100
462
$4K ﹤0.01%
109
463
$4K ﹤0.01%
25
464
$4K ﹤0.01%
351
465
$4K ﹤0.01%
78
466
$4K ﹤0.01%
1,200
467
$3K ﹤0.01%
35
468
$3K ﹤0.01%
44
469
$3K ﹤0.01%
100
470
$3K ﹤0.01%
42
471
$3K ﹤0.01%
95
472
$3K ﹤0.01%
+500
473
$3K ﹤0.01%
120
474
$3K ﹤0.01%
170
475
$3K ﹤0.01%
134
17 18
19
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