EFMC
Empire Financial Management Company Portfolio holdings
AUM
$437M
1-Year Est. Return
18.6%
1 Year Est. Return
+18.6%
AUM
$437M
AUM Growth
+$90.1M
(+26%)
Holding
213
Top Buys
| 1 | +$6.87M | |
| 2 | +$5.43M | |
| 3 | +$4.9M | |
| 4 |
Bank of America
BAC
|
+$4.59M |
| 5 |
KORU Medical Systems
KRMD
|
+$3.16M |
Top Sells
| 1 | +$2.31M | |
| 2 | +$1.91M | |
| 3 | +$1.77M | |
| 4 |
Novo Nordisk
NVO
|
+$1.43M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Norfolk Southern
NSC
$65.5B
| $2.82M | 0.65% |
9,403
+211
|
|
||
52
Kinder Morgan
KMI
$60.8B
| $2.73M | 0.62% |
96,400
+40,000
|
|
||
53
Vanguard Total Stock Market ETF
VTI
$565B
| $2.69M | 0.62% |
8,193
+4
|
|
||
54
Advanced Micro Devices
AMD
$354B
| $2.68M | 0.61% |
+16,594
|
|
||
55
UnitedHealth
UNH
$299B
| $2.56M | 0.59% |
7,425
+2,902
|
|
||
56
Exelon
EXC
$47.5B
| $2.55M | 0.58% |
56,701
|
|
||
57
Rigel Pharmaceuticals
RIGL
$916M
| $2.54M | 0.58% |
89,511
+66,011
|
|
||
58
Qualcomm
QCOM
$180B
| $2.53M | 0.58% |
15,179
+355
|
|
||
59
Energy Transfer Partners
ET
$57.4B
| $2.47M | 0.57% |
144,037
+80,512
|
|
||
60
Quanterix
QTRX
$339M
| $2.46M | 0.56% |
452,430
+328,450
|
|
||
61
Palo Alto Networks
PANW
$133B
| $2.33M | 0.53% |
11,462
+348
|
|
||
62
Uber
UBER
$182B
| $2.29M | 0.52% |
23,338
+666
|
|
||
63
AutoZone
AZO
$65.8B
| $2.27M | 0.52% |
528
+18
|
|
||
64
Jacobs Solutions
J
$16B
| $2.24M | 0.51% |
14,963
+542
|
|
||
65
Visa
V
$645B
| $2.15M | 0.49% |
6,310
|
|
||
66
Lyft
LYFT
$8.4B
| $2.12M | 0.49% |
96,500
+81,500
|
|
||
67
Novartis
NVS
$250B
| $2.1M | 0.48% |
16,338
+399
|
|
||
68
iShares Silver Trust
SLV
$28.3B
| $2.09M | 0.48% |
49,439
+2,094
|
|
||
69
Berkshire Hathaway Class B
BRK.B
$1.11T
| $1.99M | 0.46% |
3,967
+118
|
|
||
70
Merck
MRK
$260B
| $1.99M | 0.46% |
23,683
|
|
||
71
Paychex
PAYX
$40.2B
| $1.96M | 0.45% |
15,499
+380
|
|
||
72
State Street SPDR S&P Biotech ETF
XBI
$8.17B
| $1.94M | 0.44% |
19,375
+13,600
|
|
||
73
US Global GO Gold and Precious Metal Miners ETF
GOAU
$182M
| $1.92M | 0.44% |
47,716
-1,213
|
|
||
74
Coca-Cola
KO
$315B
| $1.84M | 0.42% |
27,785
|
|
||
75
Halliburton
HAL
$22.1B
| $1.82M | 0.42% |
+74,060
|
|