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
$180M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$20.4M
2 +$2.3M
3 +$1.39M
4
CHD icon
Church & Dwight Co
CHD
+$1.28M
5
AAPL icon
Apple
AAPL
+$1.03M

Top Sells

1 +$2.13M
2 +$267K
3 +$195K
4
NBH
Neuberger Berman Municipal Fund
NBH
+$195K
5
TJX icon
TJX Companies
TJX
+$184K

Sector Composition

1 Consumer Staples 24.8%
2 Technology 11.26%
3 Industrials 10.8%
4 Financials 9.86%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$159K 0.09%
10,094
+50
152
$123K 0.07%
+21,600
153
$103K 0.06%
+10,450
154
$102K 0.06%
+13,480
155
$95K 0.05%
10,350
+5,800
156
$83K 0.05%
97
+78
157
$61K 0.03%
+2,069
158
$27K 0.02%
3,969
+1,000
159
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