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
$255M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.97M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$1.28M
5
AMZN icon
Amazon
AMZN
+$927K

Top Sells

1
+$976K
2
+$741K
3
+$679K
4
BMY icon
Bristol-Myers Squibb
BMY
+$658K
5
GIS icon
General Mills
GIS
+$655K

Sector Composition

1 Technology 16.77%
2 Healthcare 14.06%
3 Financials 9.36%
4 Industrials 6.71%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1.09%
18,289
+6,101
27
$2.73M 1.07%
6,022
+156
28
$2.67M 1.05%
17,048
-50
29
$2.63M 1.03%
15,459
-1,505
30
$2.59M 1.02%
23,230
-180
31
$2.53M 0.99%
41,416
32
$2.21M 0.86%
18,901
33
$2.18M 0.85%
26,472
+245
34
$2.16M 0.85%
64,298
-7,035
35
$2.14M 0.84%
134,555
+7,600
36
$2.12M 0.83%
8,120
+6,500
37
$2.11M 0.83%
8,911
38
$2.11M 0.83%
25,095
+9,412
39
$2.08M 0.82%
58,011
40
$2.08M 0.81%
33,312
+1,640
41
$2.04M 0.8%
20,980
+212
42
$1.88M 0.74%
31,878
43
$1.86M 0.73%
10,936
+261
44
$1.83M 0.72%
17,817
-4,203
45
$1.82M 0.71%
6,327
+92
46
$1.81M 0.71%
62,931
+7,200
47
$1.81M 0.71%
34,639
+1,395
48
$1.73M 0.68%
31,448
-1,454
49
$1.69M 0.66%
14,220
+25
50
$1.67M 0.65%
6,410
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