EFMC

Empire Financial Management Company Portfolio holdings

AUM $460M
1-Year Est. Return 28.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.78M
3
+$1.42M
4
NVO icon
Novo Nordisk
NVO
+$1.41M
5
SLV icon
iShares Silver Trust
SLV
+$1.03M

Top Sells

1
+$2.48M
2
+$2.05M
3
+$1.82M
4
MA icon
Mastercard
MA
+$1.23M
5
NEE icon
NextEra Energy
NEE
+$476K

Sector Composition

1 Technology 17.45%
2 Financials 12.44%
3 Healthcare 12.35%
4 Industrials 8.14%
5 Utilities 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 1.08%
17,850
-150
27
$3.72M 1.07%
23,374
+200
28
$3.67M 1.06%
151,156
+656
29
$3.49M 1.01%
41,416
30
$3.44M 0.99%
29,168
+714
31
$3.36M 0.97%
23,467
+1,627
32
$3.28M 0.95%
4,628
+246
33
$3.1M 0.89%
79,319
-11,325
34
$2.97M 0.86%
18,780
+908
35
$2.86M 0.83%
17,234
+2,203
36
$2.79M 0.81%
32,043
+3,603
37
$2.76M 0.8%
58,416
38
$2.75M 0.79%
9,854
+202
39
$2.49M 0.72%
8,189
+232
40
$2.49M 0.72%
11,379
+530
41
$2.46M 0.71%
56,701
-10
42
$2.4M 0.69%
15,736
-146
43
$2.36M 0.68%
14,824
+1,743
44
$2.35M 0.68%
9,192
+104
45
$2.31M 0.67%
45,000
+1,500
46
$2.27M 0.66%
11,114
+792
47
$2.24M 0.65%
6,310
48
$2.2M 0.63%
15,119
+55
49
$2.18M 0.63%
31,800
50
$2.12M 0.61%
22,672
+777
1
2
3 4 5