EFMC
Empire Financial Management Company Portfolio holdings
AUM
$460M
1-Year Est. Return
27.92%
This Fund
S&P 500
1 Year Est. Return
+27.92%
AUM
$460M
AUM Growth
+$23.5M
(+5.4%)
Holding
223
Top Buys
| 1 | +$3.78M | |
| 2 | +$2.87M | |
| 3 | +$2.24M | |
| 4 |
CryoPort
CYRX
|
+$2.24M |
| 5 |
Vanda Pharmaceuticals
VNDA
|
+$1.93M |
Top Sells
| 1 | +$3.57M | |
| 2 | +$2.56M | |
| 3 | +$2.24M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.67M |
| 5 |
Roper Technologies
ROP
|
+$1.55M |
Sector Composition
| 1 | Healthcare | 15.45% |
| 2 | Technology | 14.72% |
| 3 | Financials | 11.95% |
| 4 | Industrials | 9.74% |
| 5 | Consumer Discretionary | 5.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Pfizer
PFE
$157B
| $3.26M | 0.71% |
130,841
-15,985
|
|
||
52
Medtronic
MDT
$125B
| $3.15M | 0.69% |
32,818
+168
|
|
||
53
iShares Silver Trust
SLV
$47.2B
| $3.13M | 0.68% |
48,547
-892
|
|
||
54
Hershey
HSY
$47.9B
| $2.92M | 0.63% |
16,026
+102
|
|
||
55
Oracle
ORCL
$418B
| $2.87M | 0.62% |
14,706
+3,263
|
|
||
56
Norfolk Southern
NSC
$70.7B
| $2.71M | 0.59% |
9,393
-10
|
|
||
57
Kinder Morgan
KMI
$74B
| $2.64M | 0.57% |
96,200
-200
|
|
||
58
Qualcomm
QCOM
$152B
| $2.61M | 0.57% |
15,230
+51
|
|
||
59
Vanguard Total Stock Market ETF
VTI
$582B
| $2.57M | 0.56% |
7,667
-526
|
|
||
60
ConocoPhillips
COP
$139B
| $2.51M | 0.55% |
26,814
+18,391
|
|
||
61
Exelon
EXC
$50.6B
| $2.47M | 0.54% |
56,701
|
|
||
62
Novartis
NVS
$322B
| $2.27M | 0.49% |
16,484
+146
|
|
||
63
State Street SPDR S&P Biotech ETF
XBI
$8.13B
| $2.24M | 0.49% |
18,375
-1,000
|
|
||
64
Halliburton
HAL
$30.2B
| $2.22M | 0.48% |
78,604
+4,544
|
|
||
65
Visa
V
$616B
| $2.21M | 0.48% |
6,310
|
|
||
66
Carlyle Group
CG
$18.6B
| $2.16M | 0.47% |
36,500
-39,500
|
|
||
67
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.04M | 0.44% |
4,058
+91
|
|
||
68
US Global GO Gold and Precious Metal Miners ETF
GOAU
$246M
| $1.99M | 0.43% |
46,763
-953
|
|
||
69
Jacobs Solutions
J
$16.2B
| $1.98M | 0.43% |
14,966
+3
|
|
||
70
Coca-Cola
KO
$351B
| $1.94M | 0.42% |
27,785
|
|
||
71
Uber
UBER
$155B
| $1.93M | 0.42% |
23,659
+321
|
|
||
72
Exxon Mobil
XOM
$635B
| $1.93M | 0.42% |
16,028
-30
|
|
||
73
Palo Alto Networks
PANW
$122B
| $1.92M | 0.42% |
10,427
-1,035
|
|
||
74
Lyft
LYFT
$5.51B
| $1.91M | 0.41% |
98,500
+2,000
|
|
||
75
Domino's
DPZ
$13.5B
| $1.83M | 0.4% |
4,386
+208
|
|