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
$321M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.8M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.43M
5
AOS icon
A.O. Smith
AOS
+$1.36M

Top Sells

1
+$2.79M
2
+$2.01M
3
+$1.56M
4
HII icon
Huntington Ingalls Industries
HII
+$1.21M
5
JBL icon
Jabil
JBL
+$1.16M

Sector Composition

1 Technology 17.28%
2 Healthcare 12.54%
3 Financials 12.15%
4 Industrials 6.63%
5 Utilities 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.05%
15,230
-300
27
$3.33M 1.04%
150,249
+8,793
28
$3.23M 1.01%
139,787
-5,967
29
$3.09M 0.97%
21,361
+480
30
$2.87M 0.9%
26,684
+654
31
$2.78M 0.87%
42,737
+2,637
32
$2.7M 0.84%
11,935
+156
33
$2.59M 0.81%
17,882
+2,732
34
$2.57M 0.8%
58,416
-1,532
35
$2.55M 0.8%
9,243
+6,508
36
$2.52M 0.78%
35,086
+2,024
37
$2.47M 0.77%
8,512
-255
38
$2.43M 0.76%
9,308
+398
39
$2.41M 0.75%
17,954
-289
40
$2.39M 0.75%
12,766
+470
41
$2.38M 0.74%
23,933
-5,000
42
$2.3M 0.72%
13,572
-1,384
43
$2.23M 0.7%
27,912
+931
44
$2.2M 0.69%
80,400
-2,000
45
$2.2M 0.69%
43,500
+24,500
46
$2.17M 0.68%
23,836
+7,500
47
$2.13M 0.67%
56,711
-1,000
48
$2.1M 0.66%
4,152
-64
49
$2.06M 0.64%
8,783
+211
50
$2.04M 0.63%
14,513
+405
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