FAM
Formidable Asset Management Portfolio holdings
AUM
$598M
This Quarter Return
+5.75%
1 Year Return
+12.91%
3 Year Return
+55.91%
5 Year Return
+112.23%
10 Year Return
+281.68%
AUM
$201M
AUM Growth
+$201M
(+12%)
Cap. Flow
+$19M
Cap. Flow
% of AUM
9.43%
Top 10 Holdings %
Top 10 Hldgs %
46.45%
Holding
175
New
17
Increased
88
Reduced
39
Closed
4
Top Buys
| 1 |
Chemed
CHE
|
$12.8M |
| 2 |
Aptus Behavioral Momentum ETF
ADME
|
$1.59M |
| 3 |
Church & Dwight Co
CHD
|
$622K |
| 4 |
Chubb
CB
|
$485K |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$439K |
Top Sells
| 1 |
MetLife
MET
|
$461K |
| 2 |
Apple
AAPL
|
$306K |
| 3 |
EMC
EMC CORPORATION
EMC
|
$298K |
| 4 |
J.M. Smucker
SJM
|
$219K |
| 5 |
McDonald's
MCD
|
$201K |
Sector Composition
| 1 | Consumer Staples | 22.6% |
| 2 | Healthcare | 14.06% |
| 3 | Technology | 10.86% |
| 4 | Financials | 9.77% |
| 5 | Industrials | 9.16% |
