EFMC
Empire Financial Management Company Portfolio holdings
AUM $324M
AUM
$324M
AUM Growth
+$3.02M (+0.9%)
Cap. Flow
+$5.62M
Cap. Flow % of AUM
1.74%
Top 10 Holdings %Top 10 Hldgs %
24.85%
Holding
205
New
9
Increased
72
Reduced
64
Closed
8
Top Buys
| 1 | $2.22M | |
| 2 | $1M | |
| 3 | $878K | |
| 4 | $702K | |
| 5 | $673K |
Top Sells
| 1 | $2.01M | |
| 2 | $1.12M | |
| 3 | $991K | |
| 4 | $865K | |
| 5 | $708K |
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.23% |
| 4 | Industrials | 6.86% |
| 5 | Utilities | 6.18% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $13.6M | 4.21% | 251,136 +2,279 | +0.9% | +$124K | |||
| $10.2M | 3.17% | 27,282 -25 | -0.1% | -$9.39K | |||
| $9.77M | 3.02% | 39,839 +826 | +2% | +$203K | |||
| $9.66M | 2.99% | 43,484 -1,526 | -3% | -$339K | |||
| $7.75M | 2.4% | 9,388 -17 | -0.2% | -$14K | |||
| $6.62M | 2.05% | 26,625 -723 | -3% | -$180K | |||
| $6.6M | 2.04% | 34,670 +2,713 | +8% | +$516K | |||
| $5.68M | 1.76% | 27,123 -1,076 | -4% | -$225K | |||
| $5.26M | 1.63% | 39,644 +318 | +0.8% | +$42.2K | |||
| $5.19M | 1.61% | 205,657 -324 | -0.2% | -$8.18K | |||
| $4.97M | 1.53% | 134,266 +2,155 | +2% | +$79.7K | |||
| $4.65M | 1.44% | 35,131 -713 | -2% | -$94.4K | |||
| $4.6M | 1.42% | 171,589 +11,734 | +7% | +$315K | |||
| $4.48M | 1.39% | 12,228 +573 | +5% | +$210K | |||
| $4.3M | 1.33% | 117,701 +9,183 | +8% | +$335K | |||
| $4.3M | 1.33% | 178,598 +4,502 | +3% | +$108K | |||
| $4.12M | 1.27% | 15,591 +509 | +3% | +$135K | |||
| $4.05M | 1.25% | 15,036 -17 | -0.1% | -$4.57K | |||
| $3.98M | 1.23% | 13,031 | – | – | |||
| $3.95M | 1.22% | 23,174 -1,250 | -5% | -$213K | |||
| $3.65M | 1.13% | 21,840 +479 | +2% | +$80.1K | |||
| $3.62M | 1.12% | 150,500 +251 | +0.2% | +$6.04K | |||
| $3.59M | 1.11% | 143,044 +3,257 | +2% | +$81.8K | |||
| $3.58M | 1.11% | 21,389 +862 | +4% | +$144K | |||
| $3.47M | 1.07% | 28,454 +1,770 | +7% | +$216K |
