EFMC
Empire Financial Management Company Portfolio holdings
AUM $324M
AUM
$324M
AUM Growth
+$3.02M (+0.9%)
Cap. Flow
+$5.62M
Cap. Flow % of AUM
1.74%
Top 10 Holdings %Top 10 Hldgs %
24.85%
Holding
205
New
9
Increased
72
Reduced
64
Closed
8
Top Buys
| 1 | $2.22M | |
| 2 | $1M | |
| 3 | $878K | |
| 4 | $702K | |
| 5 | $673K |
Top Sells
| 1 | $2.01M | |
| 2 | $1.12M | |
| 3 | $991K | |
| 4 | $865K | |
| 5 | $708K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.04M | 0.63% | 35,732 +484 | +1% | +$27.7K | |||
| $2.04M | 0.63% | 3,833 +172 | +5% | +$91.6K | |||
| $2.01M | 0.62% | 13,081 +343 | +3% | +$52.7K | |||
| $2M | 0.62% | 27,930 -75 | -0.3% | -$5.37K | |||
| $1.94M | 0.6% | 36,225 | – | – | |||
| $1.94M | 0.6% | 17,872 -82 | -0.5% | -$8.89K | |||
| $1.9M | 0.59% | 43,500 | – | – | |||
| $1.83M | 0.57% | 480 +42 | +10% | +$160K | |||
| $1.82M | 0.56% | 71,862 -333 | -0.5% | -$8.44K | |||
| $1.82M | 0.56% | 6,166 +3,396 | +123% | +$1M | |||
| $1.76M | 0.54% | 10,322 +1,398 | +16% | +$239K | |||
| $1.75M | 0.54% | 15,695 +422 | +3% | +$47K | |||
| $1.72M | 0.53% | 18,336 -5,500 | -23% | -$515K | |||
| $1.68M | 0.52% | 11,184 -70 | -0.6% | -$10.5K | |||
| $1.67M | 0.52% | 5,543 -3,700 | -40% | -$1.12M | |||
| $1.67M | 0.52% | 3,636 +474 | +15% | +$218K | |||
| $1.61M | 0.5% | 56,400 -24,000 | -30% | -$685K | |||
| $1.6M | 0.49% | 30,885 +1,177 | +4% | +$60.9K | |||
| $1.6M | 0.49% | 21,895 +1,588 | +8% | +$116K | |||
| $1.52M | 0.47% | 13,720 | – | – | |||
| $1.52M | 0.47% | 10,849 +4,241 | +64% | +$593K | |||
| $1.51M | 0.47% | 13,729 +27 | +0.2% | +$2.96K | |||
| $1.45M | 0.45% | 27,752 +688 | +3% | +$36K | |||
| $1.44M | 0.44% | 2,571 -189 | -7% | -$106K | |||
| $1.41M | 0.43% | 21,521 +1,652 | +8% | +$108K |
