FAM

Formidable Asset Management Portfolio holdings

AUM $635M
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Sells

1 +$2.65M
2 +$1.2M
3 +$169K
4
LM
Legg Mason, Inc.
LM
+$128K
5
SSO icon
ProShares Ultra S&P500
SSO
+$57.7K

Sector Composition

1 Financials 15.34%
2 Consumer Staples 10.7%
3 Technology 9%
4 Industrials 8.95%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$0 ﹤0.01%
+58
527
$0 ﹤0.01%
25
528
$0 ﹤0.01%
200
529
$0 ﹤0.01%
1,000
530
$0 ﹤0.01%
3
531
-2,400
532
-190