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
$142M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$640K
3
+$636K
4
GD icon
General Dynamics
GD
+$618K
5
GWW icon
W.W. Grainger
GWW
+$617K

Top Sells

1
+$657K
2
+$597K
3
+$510K
4
EQIX icon
Equinix
EQIX
+$494K
5
DD icon
DuPont de Nemours
DD
+$480K

Sector Composition

1 Consumer Staples 13.87%
2 Financials 11.57%
3 Technology 11.42%
4 Industrials 10.54%
5 Healthcare 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
300
477
$1K ﹤0.01%
49
478
$1K ﹤0.01%
40
479
$1K ﹤0.01%
100
480
$1K ﹤0.01%
120
481
$1K ﹤0.01%
15
482
$1K ﹤0.01%
60
-120
483
$1K ﹤0.01%
17
-326
484
$1K ﹤0.01%
250
485
$1K ﹤0.01%
132
486
$1K ﹤0.01%
21
-21
487
$1K ﹤0.01%
500
488
$1K ﹤0.01%
26
489
$1K ﹤0.01%
200
490
$1K ﹤0.01%
100
491
$0 ﹤0.01%
+104
492
– –
-168
493
– –
-4,500
494
– –
-75
495
– –
-93
496
– –
-33
497
– –
-1,516
498
$0 ﹤0.01%
+134
499
– –
-100
500
– –
-134
18 19
20
21 22