FAM

Formidable Asset Management Portfolio holdings

AUM $598M
1-Year Est. Return 12.91%
This Quarter Est. Return
1 Year Est. Return
+12.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Sells

1 +$4.41M
2 +$3.12M
3 +$3.08M
4
ACTG icon
Acacia Research
ACTG
+$1.82M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.35M

Sector Composition

1 Technology 20.11%
2 Consumer Staples 11.9%
3 Healthcare 8.28%
4 Financials 7.63%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.03M 0.17%
30,460
-1,150
127
$1M 0.16%
20,047
-2,596
128
$990K 0.16%
1,980
+294
129
$966K 0.16%
7,819
+21
130
$964K 0.16%
3,735
+525
131
$961K 0.16%
7,019
-11
132
$948K 0.15%
6,099
+15
133
$936K 0.15%
3,639
+339
134
$923K 0.15%
34,154
+16,485
135
$908K 0.15%
37,125
-3,710
136
$903K 0.15%
4,098
+118
137
$886K 0.14%
33,583
-3,844
138
$881K 0.14%
5,434
+274
139
$880K 0.14%
18,288
+205
140
$879K 0.14%
8,673
+344
141
$868K 0.14%
826
-49
142
$866K 0.14%
+5,401
143
$866K 0.14%
10,620
-68
144
$865K 0.14%
7,323
145
$860K 0.14%
6,218
-556
146
$854K 0.14%
5,036
+272
147
$851K 0.14%
19,443
+14,636
148
$844K 0.14%
+2,258
149
$844K 0.14%
3,924
-45
150
$836K 0.14%
1,875
-274