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
$325M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.03M
3
+$985K
4
DELL icon
Dell
DELL
+$889K
5
PRU icon
Prudential Financial
PRU
+$854K

Top Sells

1
+$1.28M
2
+$1.12M
3
+$1.09M
4
SJM icon
J.M. Smucker
SJM
+$1.07M
5
PEP icon
PepsiCo
PEP
+$996K

Sector Composition

1 Technology 16.73%
2 Healthcare 13.3%
3 Financials 10.43%
4 Industrials 7.42%
5 Utilities 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 1.04%
166,624
+3,051
27
$3.35M 1.03%
20,186
-7,707
28
$3.29M 1.01%
28,933
-2,523
29
$3.2M 0.98%
141,456
+1,940
30
$3.08M 0.95%
20,881
+105
31
$3M 0.92%
26,030
+22
32
$2.87M 0.88%
8,910
+911
33
$2.87M 0.88%
14,956
+3,603
34
$2.83M 0.87%
40,100
+1,741
35
$2.79M 0.86%
33,062
+1,293
36
$2.76M 0.85%
95,304
+1,000
37
$2.54M 0.78%
12,296
+292
38
$2.48M 0.76%
8,767
+255
39
$2.47M 0.76%
4,216
+37
40
$2.46M 0.76%
15,150
41
$2.43M 0.75%
11,779
+2,445
42
$2.43M 0.75%
26,981
+493
43
$2.38M 0.73%
59,948
-1,000
44
$2.34M 0.72%
11,870
-100
45
$2.34M 0.72%
57,711
+400
46
$2.34M 0.72%
5,076
+21
47
$2.22M 0.68%
18,243
-4,338
48
$2.13M 0.66%
8,572
-63
49
$2.12M 0.65%
18,098
50
$2.1M 0.65%
35,245
+856
1
2
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