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
$200M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.96M
3
+$1.37M
4
GPC icon
Genuine Parts
GPC
+$903K
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$698K

Top Sells

1
+$2.53M
2
+$2.14M
3
+$2.11M
4
JPGE
JPMorgan Diversified Return Global Equity ETF
JPGE
+$2.01M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.97M

Sector Composition

1 Consumer Staples 18.19%
2 Healthcare 14.18%
3 Technology 13.28%
4 Financials 10.05%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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