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
$302M
AUM Growth
-$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.77M
3
+$942K
4
IBM icon
IBM
IBM
+$739K
5
HPQ icon
HP
HPQ
+$704K

Top Sells

1
+$3.48M
2
+$2.19M
3
+$1.32M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$1.28M
5
GSK icon
GSK
GSK
+$866K

Sector Composition

1 Technology 17.66%
2 Healthcare 13.69%
3 Financials 9.73%
4 Industrials 6.86%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.03%
13,031
27
$3.08M 1.02%
6,603
+209
28
$3.05M 1.01%
41,416
29
$2.95M 0.98%
163,573
+7,265
30
$2.83M 0.94%
17,150
-21
31
$2.79M 0.92%
22,581
+911
32
$2.64M 0.87%
94,304
-6,468
33
$2.61M 0.86%
26,008
+4,875
34
$2.5M 0.83%
7,999
+697
35
$2.49M 0.82%
38,359
+1,474
36
$2.42M 0.8%
60,948
-3,000
37
$2.37M 0.78%
11,680
+8,700
38
$2.34M 0.77%
12,004
+1,279
39
$2.28M 0.75%
8,512
-498
40
$2.25M 0.74%
31,769
+889
41
$2.21M 0.73%
15,150
-1,413
42
$2.13M 0.7%
4,179
+136
43
$2.09M 0.69%
11,353
+114
44
$2.08M 0.69%
26,488
-151
45
$2.08M 0.69%
18,098
-2,260
46
$2.06M 0.68%
5,055
-93
47
$2.05M 0.68%
11,970
-1,092
48
$2.01M 0.67%
6,423
-87
49
$1.99M 0.66%
9,334
+170
50
$1.98M 0.66%
57,311
-700
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