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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
$149M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.99M
3
+$1.23M
4
TCOM icon
Trip.com Group
TCOM
+$1.11M
5
BAC icon
Bank of America
BAC
+$1.07M

Top Sells

1
+$423K
2
+$414K
3
+$412K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$403K
5
LNC icon
Lincoln National
LNC
+$400K

Sector Composition

1 Financials 15.21%
2 Consumer Staples 10.15%
3 Industrials 9.72%
4 Technology 8.58%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
100
477
$1K ﹤0.01%
2,000
478
$1K ﹤0.01%
+220
479
$1K ﹤0.01%
+51
480
$1K ﹤0.01%
200
481
$1K ﹤0.01%
+35
482
$1K ﹤0.01%
26
483
$1K ﹤0.01%
+50
484
$1K ﹤0.01%
64
485
$1K ﹤0.01%
166
486
$1K ﹤0.01%
16
487
$1K ﹤0.01%
62
488
– –
-265
489
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490
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-50
491
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-68
492
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493
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494
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-2
495
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-50
496
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497
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498
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499
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0
500
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-2
17 18 19
20
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