EFMC
Empire Financial Management Company Portfolio holdings
AUM
$347M
1-Year Est. Return
18.24%
1 Year Est. Return
+18.24%
AUM
$324M
AUM Growth
+$3.02M
(+0.94%)
Holding
205
Top Buys
| 1 | +$2.22M | |
| 2 | +$1M | |
| 3 | +$878K | |
| 4 |
Honeywell
HON
|
+$702K |
| 5 |
Global X India Active ETF
NDIA
|
+$673K |
Top Sells
| 1 | +$2.01M | |
| 2 | +$1.43M | |
| 3 | +$1.12M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$991K |
| 5 |
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
Constellation Energy
CEG
$121B
| $3.45M | 1.07% |
17,121
-280
|
|
||
27
Public Service Enterprise Group
PEG
$42.3B
| $3.41M | 1.05% |
41,416
|
|
||
28
Alphabet (Google) Class A
GOOGL
$3.06T
| $3.39M | 1.05% |
21,926
+1,137
|
|
||
29
John Hancock Multifactor Small Cap ETF
JHSC
$606M
| $3.38M | 1.04% |
90,644
-821
|
|
||
|
30
Honeywell
HON
$129B
| $3.23M | 1% |
15,248
+3,313
|
|
||
31
Avantis International Small Cap Value ETF
AVDV
$12.4B
| $3.19M | 0.99% |
45,804
+3,067
|
|
||
32
Boeing
BA
$161B
| $3.07M | 0.95% |
18,000
+13,000
|
|
||
33
Amgen
AMGN
$161B
| $3.01M | 0.93% |
9,652
+344
|
|
||
34
Johnson & Johnson
JNJ
$465B
| $2.63M | 0.81% |
15,882
-2,000
|
|
||
35
Exelon
EXC
$48.3B
| $2.61M | 0.81% |
56,711
|
|
||
36
Hershey
HSY
$38.1B
| $2.57M | 0.79% |
15,031
+1,459
|
|
||
37
Medtronic
MDT
$123B
| $2.56M | 0.79% |
28,440
+528
|
|
||
38
Texas Instruments
TXN
$161B
| $2.48M | 0.77% |
13,797
+1,031
|
|
||
39
Bank of America
BAC
$376B
| $2.44M | 0.75% |
58,416
|
|
||
40
Goldman Sachs
GS
$232B
| $2.39M | 0.74% |
4,382
+936
|
|
||
41
UnitedHealth
UNH
$323B
| $2.38M | 0.74% |
4,542
+390
|
|
||
42
Paychex
PAYX
$45.5B
| $2.32M | 0.72% |
15,064
+551
|
|
||
43
Visa
V
$664B
| $2.21M | 0.68% |
6,310
|
|
||
44
Vanguard Total Stock Market ETF
VTI
$543B
| $2.19M | 0.68% |
7,957
-555
|
|
||
45
Norfolk Southern
NSC
$65B
| $2.15M | 0.67% |
9,088
+305
|
|
||
46
Exxon Mobil
XOM
$479B
| $2.15M | 0.66% |
18,058
-40
|
|
||
47
Zillow
ZG
$16.9B
| $2.13M | 0.66% |
31,800
+6,800
|
|
||
48
Merck
MRK
$212B
| $2.13M | 0.66% |
23,683
-250
|
|
||
49
Kimberly-Clark
KMB
$40.3B
| $2.07M | 0.64% |
14,525
+1,002
|
|
||
|
50
iShares Russell 2000 ETF
IWM
$69.9B
| $2.05M | 0.63% |
10,264
-4,966
|
|