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
$144M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$929K
3
+$914K
4
GE icon
GE Aerospace
GE
+$814K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$698K

Top Sells

1
+$2.02M
2
+$1.67M
3
+$830K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$704K
5
AB icon
AllianceBernstein
AB
+$571K

Sector Composition

1 Consumer Staples 13.15%
2 Financials 12.58%
3 Technology 11.1%
4 Industrials 9.5%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
165
502
$3K ﹤0.01%
87
503
$3K ﹤0.01%
33
504
$2K ﹤0.01%
100
505
$2K ﹤0.01%
42
506
$2K ﹤0.01%
140
507
$2K ﹤0.01%
119
508
$2K ﹤0.01%
336
509
$2K ﹤0.01%
134
510
$2K ﹤0.01%
33
511
$2K ﹤0.01%
100
512
$2K ﹤0.01%
150
513
$2K ﹤0.01%
180
-120
514
$2K ﹤0.01%
73
515
$2K ﹤0.01%
25
516
$2K ﹤0.01%
40
517
$2K ﹤0.01%
39
518
$2K ﹤0.01%
64
519
$2K ﹤0.01%
170
520
$2K ﹤0.01%
100
521
$2K ﹤0.01%
125
522
$2K ﹤0.01%
51
523
$2K ﹤0.01%
300
524
$2K ﹤0.01%
+300
525
$2K ﹤0.01%
254
19 20
21
22 23