EFMC

Empire Financial Management Company Portfolio holdings

AUM $437M
1-Year Est. Return 18.6%
This Quarter Est. Return
1 Year Est. Return
+18.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$5.43M
3
+$4.9M
4
BAC icon
Bank of America
BAC
+$4.59M
5
KRMD icon
KORU Medical Systems
KRMD
+$3.16M

Top Sells

1
+$2.31M
2
+$1.91M
3
+$1.77M
4
NVO icon
Novo Nordisk
NVO
+$1.43M
5
SNOW icon
Snowflake
SNOW
+$1.29M

Sector Composition

1 Technology 16.23%
2 Healthcare 14.12%
3 Financials 12.69%
4 Industrials 8.71%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.9T
$4.63M 1.06%
14,033
-7,016
JEPQ icon
27
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.9B
$4.59M 1.05%
79,820
+48,935
TRV icon
28
Travelers Companies
TRV
$65.3B
$4.53M 1.04%
16,215
+329
DSTX icon
29
Distillate International Fundamental Stability & Value ETF
DSTX
$39.1M
$4.12M 0.94%
135,912
-501
NVDA icon
30
NVIDIA
NVDA
$4.3T
$4.08M 0.93%
21,848
+3,068
JEPI icon
31
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
$3.95M 0.91%
69,216
+33,478
HGER icon
32
Harbor Commodity All-Weather Strategy ETF
HGER
$1.37B
$3.92M 0.9%
151,788
+632
ADP icon
33
Automatic Data Processing
ADP
$103B
$3.82M 0.88%
13,031
VNDA icon
34
Vanda Pharmaceuticals
VNDA
$317M
$3.78M 0.87%
758,091
+563,091
GS icon
35
Goldman Sachs
GS
$248B
$3.74M 0.86%
4,698
+70
PFE icon
36
Pfizer
PFE
$146B
$3.74M 0.86%
146,826
+74,999
CVX icon
37
Chevron
CVX
$302B
$3.69M 0.85%
23,780
+313
DUK icon
38
Duke Energy
DUK
$96.4B
$3.66M 0.84%
29,605
+437
PG icon
39
Procter & Gamble
PG
$346B
$3.59M 0.82%
23,374
CDXS icon
40
Codexis
CDXS
$156M
$3.57M 0.82%
1,463,537
+1,168,537
CB icon
41
Chubb
CB
$117B
$3.55M 0.81%
12,591
+7,048
PEG icon
42
Public Service Enterprise Group
PEG
$41.7B
$3.46M 0.79%
41,416
JHSC icon
43
John Hancock Multifactor Small Cap ETF
JHSC
$641M
$3.38M 0.77%
80,655
+1,336
ORCL icon
44
Oracle
ORCL
$576B
$3.22M 0.74%
11,443
+64
MPLX icon
45
MPLX
MPLX
$55.3B
$3.16M 0.72%
63,321
+27,096
KRMD icon
46
KORU Medical Systems
KRMD
$274M
$3.16M 0.72%
+824,528
MDT icon
47
Medtronic
MDT
$135B
$3.11M 0.71%
32,650
+607
JNJ icon
48
Johnson & Johnson
JNJ
$499B
$3.01M 0.69%
16,236
+500
HSY icon
49
Hershey
HSY
$38.1B
$2.98M 0.68%
15,924
-1,310
AMGN icon
50
Amgen
AMGN
$186B
$2.85M 0.65%
10,089
+235
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