FAM
Formidable Asset Management Portfolio holdings
AUM
$598M
This Quarter Return
+4.4%
1 Year Return
+12.91%
3 Year Return
+55.91%
5 Year Return
+112.23%
10 Year Return
+281.68%
AUM
$458M
AUM Growth
+$458M
(-3.2%)
Cap. Flow
-$15.5M
Cap. Flow
% of AUM
-3.39%
Top 10 Holdings %
Top 10 Hldgs %
46.02%
Holding
342
New
20
Increased
89
Reduced
112
Closed
46
Top Buys
| 1 |
WisdomTree International High Dividend Fund
DTH
|
$1.91M |
| 2 |
Formidable Fortress ETF
KONG
|
$1.36M |
| 3 |
Pfizer
PFE
|
$857K |
| 4 |
Nordson
NDSN
|
$822K |
| 5 |
Coterra Energy
CTRA
|
$794K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.59M |
| 2 |
Apple
AAPL
|
$2.02M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.54M |
| 4 |
Microsoft
MSFT
|
$1.48M |
| 5 |
Willis Towers Watson
WTW
|
$1.35M |
Sector Composition
| 1 | Technology | 17.73% |
| 2 | Consumer Staples | 14.03% |
| 3 | Industrials | 9.47% |
| 4 | Healthcare | 8.91% |
| 5 | Financials | 5.48% |
