EFMC
Empire Financial Management Company Portfolio holdings
AUM
$437M
1-Year Est. Return
18.6%
1 Year Est. Return
+18.6%
AUM
$347M
AUM Growth
+$23M
(+7.1%)
Holding
208
Top Buys
| 1 | +$1.95M | |
| 2 | +$1.9M | |
| 3 | +$1.43M | |
| 4 |
TMB
Thornburg Multi Sector Bond ETF
TMB
|
+$1.43M |
| 5 |
iShares Silver Trust
SLV
|
+$1.11M |
Top Sells
| 1 | +$2.48M | |
| 2 | +$2.05M | |
| 3 | +$1.82M | |
| 4 |
Mastercard
MA
|
+$1.23M |
| 5 |
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
Boeing
BA
$148B
| $3.74M | 1.08% |
17,850
-150
|
|
||
27
Procter & Gamble
PG
$345B
| $3.72M | 1.07% |
23,374
+200
|
|
||
28
Harbor Commodity All-Weather Strategy ETF
HGER
$737M
| $3.67M | 1.06% |
151,156
+656
|
|
||
29
Public Service Enterprise Group
PEG
$41.3B
| $3.49M | 1.01% |
41,416
|
|
||
30
Duke Energy
DUK
$95.4B
| $3.44M | 0.99% |
29,168
+714
|
|
||
31
Chevron
CVX
$315B
| $3.36M | 0.97% |
23,467
+1,627
|
|
||
32
Goldman Sachs
GS
$237B
| $3.28M | 0.95% |
4,628
+246
|
|
||
33
John Hancock Multifactor Small Cap ETF
JHSC
$597M
| $3.1M | 0.89% |
79,319
-11,325
|
|
||
34
NVIDIA
NVDA
$4.63T
| $2.97M | 0.86% |
18,780
+908
|
|
||
35
Hershey
HSY
$36.3B
| $2.86M | 0.83% |
17,234
+2,203
|
|
||
36
Medtronic
MDT
$123B
| $2.79M | 0.81% |
32,043
+3,603
|
|
||
37
Bank of America
BAC
$384B
| $2.76M | 0.8% |
58,416
|
|
||
38
Amgen
AMGN
$181B
| $2.75M | 0.79% |
9,854
+202
|
|
||
39
Vanguard Total Stock Market ETF
VTI
$547B
| $2.49M | 0.72% |
8,189
+232
|
|
||
40
Oracle
ORCL
$635B
| $2.49M | 0.72% |
11,379
+530
|
|
||
41
Exelon
EXC
$46.3B
| $2.46M | 0.71% |
56,701
-10
|
|
||
42
Johnson & Johnson
JNJ
$472B
| $2.4M | 0.69% |
15,736
-146
|
|
||
43
Qualcomm
QCOM
$186B
| $2.36M | 0.68% |
14,824
+1,743
|
|
||
44
Norfolk Southern
NSC
$63.7B
| $2.35M | 0.68% |
9,192
+104
|
|
||
45
Carlyle Group
CG
$19.2B
| $2.31M | 0.67% |
45,000
+1,500
|
|
||
46
Palo Alto Networks
PANW
$140B
| $2.27M | 0.66% |
11,114
+792
|
|
||
47
Visa
V
$637B
| $2.24M | 0.65% |
6,310
|
|
||
48
Paychex
PAYX
$40.3B
| $2.2M | 0.63% |
15,119
+55
|
|
||
49
Zillow
ZG
$16.3B
| $2.18M | 0.63% |
31,800
|
|
||
50
Uber
UBER
$190B
| $2.12M | 0.61% |
22,672
+777
|
|