EFMC

Empire Financial Management Company Portfolio holdings

AUM $442M
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.6M
3
+$4.34M
4
BAC icon
Bank of America
BAC
+$4.34M
5
CDXS icon
Codexis
CDXS
+$3.19M

Top Sells

1
+$2.15M
2
+$1.91M
3
+$1.77M
4
NVO
Novo Nordisk
NVO
+$1.43M
5
SNOW icon
Snowflake
SNOW
+$1.29M

Sector Composition

1 Technology 16.23%
2 Healthcare 14.12%
3 Financials 12.69%
4 Industrials 8.71%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 1.06%
14,033
-7,016
27
$4.59M 1.05%
79,820
+48,935
28
$4.53M 1.04%
16,215
+329
29
$4.12M 0.94%
135,912
-501
30
$4.08M 0.93%
21,848
+3,068
31
$3.95M 0.91%
69,216
+33,478
32
$3.92M 0.9%
151,788
+632
33
$3.82M 0.88%
13,031
34
$3.78M 0.87%
758,091
+563,091
35
$3.74M 0.86%
4,698
+70
36
$3.74M 0.86%
146,826
+74,999
37
$3.69M 0.85%
23,780
+313
38
$3.66M 0.84%
29,605
+437
39
$3.59M 0.82%
23,374
40
$3.57M 0.82%
1,463,537
+1,168,537
41
$3.55M 0.81%
12,591
+7,048
42
$3.46M 0.79%
41,416
43
$3.38M 0.77%
80,655
+1,336
44
$3.22M 0.74%
11,443
+64
45
$3.16M 0.72%
63,321
+27,096
46
$3.16M 0.72%
+824,528
47
$3.11M 0.71%
32,650
+607
48
$3.01M 0.69%
16,236
+500
49
$2.98M 0.68%
15,924
-1,310
50
$2.85M 0.65%
10,089
+235
1
2
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