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
$324M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1M
3
+$878K
4
HON icon
Honeywell
HON
+$702K
5
NDIA icon
Global X India Active ETF
NDIA
+$673K

Top Sells

1
+$2.01M
2
+$1.43M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$991K
5
BF.B icon
Brown-Forman Class B
BF.B
+$941K

Sector Composition

1 Technology 16.29%
2 Healthcare 13.35%
3 Financials 12.23%
4 Industrials 6.86%
5 Utilities 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45M 1.07%
17,121
-280
27
$3.41M 1.05%
41,416
28
$3.39M 1.05%
21,926
+1,137
29
$3.38M 1.04%
90,644
-821
30
$3.23M 1%
15,248
+3,313
31
$3.19M 0.99%
45,804
+3,067
32
$3.07M 0.95%
18,000
+13,000
33
$3.01M 0.93%
9,652
+344
34
$2.63M 0.81%
15,882
-2,000
35
$2.61M 0.81%
56,711
36
$2.57M 0.79%
15,031
+1,459
37
$2.56M 0.79%
28,440
+528
38
$2.48M 0.77%
13,797
+1,031
39
$2.44M 0.75%
58,416
40
$2.39M 0.74%
4,382
+936
41
$2.38M 0.74%
4,542
+390
42
$2.32M 0.72%
15,064
+551
43
$2.21M 0.68%
6,310
44
$2.19M 0.68%
7,957
-555
45
$2.15M 0.67%
9,088
+305
46
$2.15M 0.66%
18,058
-40
47
$2.13M 0.66%
31,800
+6,800
48
$2.13M 0.66%
23,683
-250
49
$2.07M 0.64%
14,525
+1,002
50
$2.05M 0.63%
10,264
-4,966
1
2
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