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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
476
$2K ﹤0.01%
26
477
$2K ﹤0.01%
59
478
$2K ﹤0.01%
39
479
$2K ﹤0.01%
+52
480
$2K ﹤0.01%
117
+1
481
$2K ﹤0.01%
+92
482
$2K ﹤0.01%
33
483
$2K ﹤0.01%
39
484
$2K ﹤0.01%
54
485
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486
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100
487
$1K ﹤0.01%
50
488
$1K ﹤0.01%
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489
– –
0
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2
491
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492
$1K ﹤0.01%
25
493
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$1K ﹤0.01%
10
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$1K ﹤0.01%
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497
$1K ﹤0.01%
10
498
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900
499
$1K ﹤0.01%
8
500
$1K ﹤0.01%
80
18 19
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