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
$251M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.62M
3
+$1.16M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.06M

Top Sells

1
+$1.95M
2
+$1.77M
3
+$1.38M
4
PEP icon
PepsiCo
PEP
+$1.23M
5
HII icon
Huntington Ingalls Industries
HII
+$1.08M

Sector Composition

1 Technology 17.06%
2 Healthcare 14.96%
3 Financials 8.91%
4 Consumer Staples 8.13%
5 Utilities 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 1.12%
16,145
-1,049
27
$2.79M 1.11%
21,414
+6,246
28
$2.69M 1.07%
43,042
29
$2.62M 1.04%
5,696
-247
30
$2.58M 1.03%
14,857
+110
31
$2.48M 0.99%
35,843
+2,545
32
$2.44M 0.97%
66,485
-1,500
33
$2.38M 0.95%
58,311
34
$2.34M 0.93%
26,528
+1,811
35
$2.31M 0.92%
80,633
36
$2.05M 0.82%
23,620
-1,600
37
$2.04M 0.81%
26,624
-2,800
38
$1.99M 0.79%
14,777
-1,582
39
$1.96M 0.78%
8,911
-100
40
$1.96M 0.78%
10,897
-330
41
$1.96M 0.78%
131,244
+5,297
42
$1.94M 0.77%
30,305
+25,265
43
$1.93M 0.77%
32,128
+2,540
44
$1.81M 0.72%
31,513
+8,500
45
$1.81M 0.72%
20,206
+803
46
$1.77M 0.7%
16,498
47
$1.73M 0.69%
18,901
48
$1.7M 0.68%
6,799
49
$1.65M 0.66%
29,841
+21,037
50
$1.63M 0.65%
21,999
+1,823
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