EFMC

Empire Financial Management Company Portfolio holdings

AUM $347M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$602K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$597K

Top Sells

1
+$3.6M
2
+$1.48M
3
+$1.45M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.44M
5
AMZN icon
Amazon
AMZN
+$1.17M

Sector Composition

1 Technology 16.13%
2 Healthcare 13.98%
3 Financials 8.93%
4 Consumer Staples 7.56%
5 Utilities 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.03%
41,416
-1,626
27
$2.25M 0.98%
15,088
-1,057
28
$2.19M 0.96%
58,011
-300
29
$2.07M 0.9%
22,020
-15,374
30
$2.06M 0.9%
18,901
31
$2.06M 0.9%
26,227
-301
32
$1.95M 0.85%
71,333
-9,300
33
$1.94M 0.85%
23,410
-210
34
$1.89M 0.82%
16,098
-400
35
$1.89M 0.82%
8,911
36
$1.85M 0.81%
55,731
-10,754
37
$1.83M 0.8%
20,768
+562
38
$1.83M 0.8%
31,672
+159
39
$1.82M 0.79%
126,955
-4,289
40
$1.78M 0.78%
31,878
-250
41
$1.76M 0.77%
32,902
+3,061
42
$1.73M 0.75%
29,845
-460
43
$1.7M 0.74%
10,675
-222
44
$1.68M 0.73%
33,244
+11,836
45
$1.68M 0.73%
6,235
+1,454
46
$1.64M 0.71%
14,195
-105
47
$1.55M 0.68%
12,188
-9,226
48
$1.47M 0.64%
6,410
49
$1.43M 0.62%
6,696
-142
50
$1.43M 0.62%
28,234
-1,622
1
2
3 4 5