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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
$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
526
$2K ﹤0.01%
48
+24
527
$2K ﹤0.01%
44
+22
528
$2K ﹤0.01%
75
529
$2K ﹤0.01%
128
530
$2K ﹤0.01%
109
531
$2K ﹤0.01%
50
-150
532
$2K ﹤0.01%
39
533
$2K ﹤0.01%
40
534
$2K ﹤0.01%
166
535
$2K ﹤0.01%
130
536
$1K ﹤0.01%
120
537
$1K ﹤0.01%
15
538
$1K ﹤0.01%
300
539
$1K ﹤0.01%
38
540
$1K ﹤0.01%
90
541
$1K ﹤0.01%
132
542
$1K ﹤0.01%
28
543
$1K ﹤0.01%
100
544
$1K ﹤0.01%
52
545
$1K ﹤0.01%
95
546
$1K ﹤0.01%
500
547
$1K ﹤0.01%
26
548
$1K ﹤0.01%
200
-325
549
$1K ﹤0.01%
92
550
$1K ﹤0.01%
64
20 21
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