EFMC

Empire Financial Management Company Portfolio holdings

AUM $460M
1-Year Est. Return 27.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.87M
3
+$2.24M
4
CYRX icon
CryoPort
CYRX
+$2.24M
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$1.93M

Top Sells

1
+$3.57M
2
+$2.56M
3
+$2.24M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.67M
5
ROP icon
Roper Technologies
ROP
+$1.55M

Sector Composition

1 Healthcare 15.45%
2 Technology 14.72%
3 Financials 11.95%
4 Industrials 9.74%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$379B
$4.56M 0.99%
13,248
+193
GCOW icon
27
Pacer Global Cash Cows Dividend ETF
GCOW
$3.26B
$4.35M 0.95%
105,640
-30,475
ZG icon
28
Zillow
ZG
$10.7B
$4.32M 0.94%
63,300
DSTX icon
29
Distillate International Fundamental Stability & Value ETF
DSTX
$46M
$4.19M 0.91%
132,309
-3,603
KRMD icon
30
KORU Medical Systems
KRMD
$221M
$4.09M 0.89%
703,139
-121,389
GS icon
31
Goldman Sachs
GS
$258B
$4.08M 0.89%
4,639
-59
AMD icon
32
Advanced Micro Devices
AMD
$326B
$4.04M 0.88%
18,880
+2,286
JEPQ icon
33
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.1B
$3.99M 0.87%
68,571
-11,249
CB icon
34
Chubb
CB
$133B
$3.94M 0.86%
12,630
+39
QTRX icon
35
Quanterix
QTRX
$306M
$3.93M 0.85%
617,830
+165,400
JEPI icon
36
JPMorgan Equity Premium Income ETF
JEPI
$44.6B
$3.92M 0.85%
68,520
-696
CYRX icon
37
CryoPort
CYRX
$422M
$3.88M 0.84%
403,861
+236,861
HGER icon
38
Harbor Commodity All-Weather Strategy ETF
HGER
$1.99B
$3.72M 0.81%
150,014
-1,774
CVX icon
39
Chevron
CVX
$370B
$3.61M 0.78%
23,675
-105
ABT icon
40
Abbott
ABT
$202B
$3.6M 0.78%
28,726
-11,425
NVDA icon
41
NVIDIA
NVDA
$4.31T
$3.53M 0.77%
18,917
-2,931
DUK icon
42
Duke Energy
DUK
$102B
$3.47M 0.75%
29,625
+20
JHSC icon
43
John Hancock Multifactor Small Cap ETF
JHSC
$697M
$3.4M 0.74%
80,981
+326
MPLX icon
44
MPLX
MPLX
$59.8B
$3.38M 0.73%
63,321
JNJ icon
45
Johnson & Johnson
JNJ
$599B
$3.36M 0.73%
16,236
ADP icon
46
Automatic Data Processing
ADP
$86.3B
$3.35M 0.73%
13,031
PEG icon
47
Public Service Enterprise Group
PEG
$43B
$3.33M 0.72%
41,416
AMGN icon
48
Amgen
AMGN
$209B
$3.32M 0.72%
10,152
+63
PG icon
49
Procter & Gamble
PG
$389B
$3.31M 0.72%
23,124
-250
RIGL icon
50
Rigel Pharmaceuticals
RIGL
$631M
$3.27M 0.71%
76,445
-13,066
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