FAM
Formidable Asset Management Portfolio holdings
AUM
$598M
1-Year Return
12.91%
This Quarter Return
+7.5%
1 Year Return
+12.91%
3 Year Return
+55.91%
5 Year Return
+112.23%
10 Year Return
+281.68%
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.91%
Holding
482
New
481
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Procter & Gamble
PG
|
$9.36M |
| 2 |
Apple
AAPL
|
$5.32M |
| 3 |
GE Aerospace
GE
|
$5.04M |
| 4 |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
|
$4.74M |
| 5 |
ACAS
American Capital Ltd
ACAS
|
$4.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.12% |
| 2 | Consumer Staples | 11.93% |
| 3 | Industrials | 9.42% |
| 4 | Healthcare | 9.18% |
| 5 | Technology | 8.89% |
