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
$251M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.62M
3
+$1.16M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.06M

Top Sells

1
+$1.95M
2
+$1.77M
3
+$1.38M
4
PEP icon
PepsiCo
PEP
+$1.23M
5
HII icon
Huntington Ingalls Industries
HII
+$1.08M

Sector Composition

1 Technology 17.06%
2 Healthcare 14.96%
3 Financials 8.91%
4 Consumer Staples 8.13%
5 Utilities 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.64%
14,300
-3,797
52
$1.57M 0.62%
46,225
+725
53
$1.55M 0.62%
29,856
-37,568
54
$1.52M 0.61%
6,410
55
$1.38M 0.55%
6,838
-844
56
$1.34M 0.53%
16,049
-140
57
$1.29M 0.52%
8,765
-286
58
$1.29M 0.51%
3,772
-2
59
$1.25M 0.5%
13,870
60
$1.17M 0.46%
14,367
-13
61
$1.16M 0.46%
59,131
-1,451
62
$1.14M 0.45%
11,630
+95
63
$1.09M 0.43%
+21,408
64
$1.06M 0.42%
4,781
+230
65
$1.03M 0.41%
12,282
-511
66
$1.03M 0.41%
7,820
-3,859
67
$1.02M 0.41%
10,112
-373
68
$1.01M 0.4%
7,013
-2,090
69
$985K 0.39%
20,576
+1,063
70
$980K 0.39%
5,651
+92
71
$972K 0.39%
10,305
-164
72
$960K 0.38%
13,667
73
$954K 0.38%
2,151
74
$936K 0.37%
10,358
+103
75
$936K 0.37%
56,773
-2,098
1 2
3
4 5