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 | |
|---|---|---|---|---|---|---|---|
| $3.45M | 1.07% | 17,121 -280 | -2% | -$56.5K | |||
| $3.41M | 1.05% | 41,416 | – | – | |||
| $3.39M | 1.05% | 21,926 +1,137 | +5% | +$176K | |||
| $3.38M | 1.04% | 90,644 -821 | -0.9% | -$30.6K | |||
| $3.23M | 1% | 15,248 +3,313 | +28% | +$702K | |||
| $3.19M | 0.99% | 45,804 +3,067 | +7% | +$214K | |||
| $3.07M | 0.95% | 18,000 +13,000 | +260% | +$2.22M | |||
| $3.01M | 0.93% | 9,652 +344 | +4% | +$107K | |||
| $2.63M | 0.81% | 15,882 -2,000 | -11% | -$332K | |||
| $2.61M | 0.81% | 56,711 | – | – | |||
| $2.57M | 0.79% | 15,031 +1,459 | +11% | +$250K | |||
| $2.56M | 0.79% | 28,440 +528 | +2% | +$47.4K | |||
| $2.48M | 0.77% | 13,797 +1,031 | +8% | +$185K | |||
| $2.44M | 0.75% | 58,416 | – | – | |||
| $2.39M | 0.74% | 4,382 +936 | +27% | +$511K | |||
| $2.38M | 0.74% | 4,542 +390 | +9% | +$204K | |||
| $2.32M | 0.72% | 15,064 +551 | +4% | +$85K | |||
| $2.21M | 0.68% | 6,310 | – | – | |||
| $2.19M | 0.68% | 7,957 -555 | -7% | -$153K | |||
| $2.15M | 0.67% | 9,088 +305 | +3% | +$72.2K | |||
| $2.15M | 0.66% | 18,058 -40 | -0.2% | -$4.76K | |||
| $2.13M | 0.66% | 31,800 +6,800 | +27% | +$455K | |||
| $2.13M | 0.66% | 23,683 -250 | -1% | -$22.4K | |||
| $2.07M | 0.64% | 14,525 +1,002 | +7% | +$143K | |||
| $2.05M | 0.63% | 10,264 -4,966 | -33% | -$991K |
