We are live on ! Find out more
FAM

Formidable Asset Management Portfolio holdings

AUM $648M
1-Year Est. Return 11.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$2.64M
3
+$2.46M
4
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$2.42M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.14M

Top Sells

1
+$2.16M
2
+$2.03M
3
+$1.74M
4
SAFM
Sanderson Farms Inc
SAFM
+$1.5M
5
HD icon
Home Depot
HD
+$1.49M

Sector Composition

1 Consumer Staples 19.24%
2 Healthcare 12.02%
3 Technology 11.83%
4 Financials 9.71%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,352
152
– –
-15,100
153
– –
-3,950
154
– –
-9,090
155
– –
-19,095
156
– –
-8,487
157
– –
-4,862
158
– –
-3,715
159
– –
-9,216
160
– –
-4,400
161
– –
-1,650
162
– –
-2,448
163
– –
-7,636
164
– –
-2,064
165
– –
-8,244
166
– –
-2,613
167
– –
-9,691
168
– –
-7,631
169
– –
-4,827
170
– –
-1,772
171
– –
-2,974
172
– –
-5,933
173
– –
-9,284
174
– –
-6,108
175
– –
-10,291
5 6
7
8 9