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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
201
– –
-5,035
202
– –
-4,855
203
– –
-11,350
204
– –
-119,102
205
– –
-2,307
206
– –
-4,445
207
– –
-4,650
208
– –
-4,125
209
– –
-11,061
210
– –
-2,503
211
– –
-1,485
5 6 7 8
9