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
$303M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.37M
3
+$1.66M
4
NOC icon
Northrop Grumman
NOC
+$1.44M
5
CL icon
Colgate-Palmolive
CL
+$1.35M

Top Sells

1
+$4.12M
2
+$2.02M
3
+$1.11M
4
DG icon
Dollar General
DG
+$635K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$531K

Sector Composition

1 Technology 16.51%
2 Healthcare 13.67%
3 Financials 9.74%
4 Industrials 7.29%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.01M 0.99%
17,171
+1,712
27
$2.97M 0.98%
22,400
-830
28
$2.91M 0.96%
6,394
+372
29
$2.8M 0.92%
100,772
+37,841
30
$2.77M 0.91%
41,416
31
$2.7M 0.89%
156,308
+21,753
32
$2.62M 0.87%
16,563
-485
33
$2.59M 0.86%
116,987
+106,969
34
$2.43M 0.8%
36,885
+3,573
35
$2.42M 0.8%
63,948
-350
36
$2.38M 0.79%
13,062
+4,992
37
$2.37M 0.78%
20,358
+4,260
38
$2.34M 0.77%
9,010
+99
39
$2.32M 0.77%
26,639
+167
40
$2.21M 0.73%
116,798
-28,046
41
$2.19M 0.72%
24,336
+15,000
42
$2.19M 0.72%
11,239
+8,533
43
$2.18M 0.72%
58,011
44
$2.16M 0.72%
5,148
+1,487
45
$2.08M 0.69%
7,302
+975
46
$2.04M 0.68%
21,133
+153
47
$2.04M 0.67%
6,510
-170
48
$2M 0.66%
4,043
+894
49
$1.98M 0.65%
46,212
+19,885
50
$1.97M 0.65%
30,880
+6,774
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