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
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.09M
3
+$7.62M
4
JPM icon
JPMorgan Chase
JPM
+$5.41M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.69%
2 Healthcare 14.11%
3 Consumer Staples 9.72%
4 Financials 9.03%
5 Utilities 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 1.15%
+5,943
27
$2.77M 1.13%
+67,985
28
$2.69M 1.1%
+43,042
29
$2.61M 1.06%
+16,359
30
$2.53M 1.03%
+14,747
31
$2.51M 1.02%
+29,424
32
$2.47M 1.01%
+33,298
33
$2.44M 1%
+58,311
34
$2.31M 0.94%
+80,633
35
$2.09M 0.85%
+11,227
36
$2.07M 0.85%
+18,097
37
$2.06M 0.84%
+15,707
38
$1.99M 0.81%
+24,717
39
$1.95M 0.79%
+125,947
40
$1.93M 0.79%
+11,679
41
$1.87M 0.76%
+19,403
42
$1.84M 0.75%
+9,011
43
$1.84M 0.75%
+29,588
44
$1.84M 0.75%
+47,186
45
$1.81M 0.74%
+17,898
46
$1.81M 0.74%
+16,498
47
$1.73M 0.71%
+6,799
48
$1.72M 0.7%
+8,295
49
$1.62M 0.66%
+25,220
50
$1.57M 0.64%
+45,500
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