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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
$150M
AUM Growth
-$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.92M
3
+$1.26M
4
NVS icon
Novartis
NVS
+$943K
5
QLYS icon
Qualys
QLYS
+$844K

Top Sells

1
+$4.72M
2
+$1.5M
3
+$949K
4
TTPH
Tetraphase Pharmaceuticals, Inc.
TTPH
+$751K
5
RAI
Reynolds American Inc
RAI
+$486K

Sector Composition

1 Financials 13.34%
2 Consumer Staples 11.6%
3 Technology 11.05%
4 Industrials 9.79%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
1,000
452
$6K ﹤0.01%
60
453
$6K ﹤0.01%
243
-34
454
$6K ﹤0.01%
+36
455
$6K ﹤0.01%
+82
456
$6K ﹤0.01%
55
457
$6K ﹤0.01%
225
458
$6K ﹤0.01%
100
459
$6K ﹤0.01%
199
460
$6K ﹤0.01%
60
461
$6K ﹤0.01%
+400
462
$6K ﹤0.01%
600
463
$6K ﹤0.01%
+242
464
$6K ﹤0.01%
300
-1,250
465
$6K ﹤0.01%
200
466
$6K ﹤0.01%
150
467
$6K ﹤0.01%
203
468
$6K ﹤0.01%
200
469
$6K ﹤0.01%
+101
470
$6K ﹤0.01%
+1,520
471
$6K ﹤0.01%
900
472
$6K ﹤0.01%
+192
473
$6K ﹤0.01%
166
474
$6K ﹤0.01%
180
475
$6K ﹤0.01%
+350
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