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
476
– –
-500
477
$0 ﹤0.01%
200
478
$0 ﹤0.01%
1,000
479
– –
-100
480
$0 ﹤0.01%
3
481
– –
-3,850
482
– –
0
483
$0 ﹤0.01%
2
484
– –
-25
485
$0 ﹤0.01%
16
486
$0 ﹤0.01%
10
487
$0 ﹤0.01%
8
488
– –
-131,298
489
– –
-2,000
490
– –
-3,200
491
$0 ﹤0.01%
18,500
492
$0 ﹤0.01%
25
493
$0 ﹤0.01%
17
494
$0 ﹤0.01%
5
+1
495
– –
-332
496
$0 ﹤0.01%
88
497
$0 ﹤0.01%
10
498
– –
-26
16 17 18 19
20