EFMC

Empire Financial Management Company Portfolio holdings

AUM $437M
1-Year Est. Return 18.6%
This Quarter Est. Return
1 Year Est. Return
+18.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.09M
3
+$7.62M
4
JPM icon
JPMorgan Chase
JPM
+$5.41M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.69%
2 Healthcare 14.11%
3 Consumer Staples 9.72%
4 Financials 9.03%
5 Utilities 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.64%
+15,168
52
$1.56M 0.63%
+20,176
53
$1.53M 0.63%
+68,306
54
$1.48M 0.6%
+18,901
55
$1.45M 0.59%
+6,410
56
$1.42M 0.58%
+9,051
57
$1.35M 0.55%
+13,476
58
$1.35M 0.55%
+23,013
59
$1.34M 0.55%
+10,529
60
$1.33M 0.54%
+13,870
61
$1.32M 0.54%
+7,682
62
$1.23M 0.5%
+16,189
63
$1.19M 0.49%
+14,380
64
$1.17M 0.48%
+60,582
65
$1.17M 0.47%
+3,774
66
$1.16M 0.47%
+12,793
67
$1.13M 0.46%
+58,761
68
$1.13M 0.46%
+11,535
69
$1.12M 0.46%
+9,103
70
$1.1M 0.45%
+4,551
71
$1.06M 0.43%
+58,871
72
$1.01M 0.41%
+5,559
73
$965K 0.39%
+10,485
74
$955K 0.39%
+10,469
75
$951K 0.39%
+13,667
1 2
3
4 5