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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
$143M
AUM Growth
-$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$975K
3
+$525K
4
GILD icon
Gilead Sciences
GILD
+$402K
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$299K

Top Sells

1
+$6.53M
2
+$3.06M
3
+$1.01M
4
BP icon
BP
BP
+$910K
5
NVS icon
Novartis
NVS
+$878K

Sector Composition

1 Financials 16.24%
2 Consumer Staples 11.22%
3 Technology 9.03%
4 Healthcare 8.19%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-2,712
502
– –
-888
503
– –
-132
504
– –
-92
505
– –
-41,587
506
$0 ﹤0.01%
+4
507
– –
-325
508
– –
-225
509
$0 ﹤0.01%
+2
510
– –
-900
511
– –
-740
512
– –
-537
513
$0 ﹤0.01%
+65
514
$0 ﹤0.01%
+25
515
$0 ﹤0.01%
+200
516
$0 ﹤0.01%
+1,000
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