EFMC

Empire Financial Management Company Portfolio holdings

AUM $347M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$602K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$597K

Top Sells

1
+$3.6M
2
+$1.48M
3
+$1.45M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.44M
5
AMZN icon
Amazon
AMZN
+$1.17M

Sector Composition

1 Technology 16.13%
2 Healthcare 13.98%
3 Financials 8.93%
4 Consumer Staples 7.56%
5 Utilities 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.61%
21,916
-4,708
52
$1.39M 0.61%
7,518
+3,417
53
$1.31M 0.57%
+6,635
54
$1.29M 0.56%
36,225
-10,000
55
$1.29M 0.56%
22,454
+455
56
$1.23M 0.54%
3,514
-258
57
$1.23M 0.54%
6,150
-649
58
$1.2M 0.52%
8,037
-6,740
59
$1.19M 0.52%
13,870
60
$1.13M 0.49%
9,207
+442
61
$1.13M 0.49%
15,683
+4,053
62
$1.11M 0.49%
12,324
-2,043
63
$1.09M 0.48%
15,772
+4,392
64
$1.04M 0.46%
14,311
-1,738
65
$1.02M 0.45%
14,662
-21,181
66
$1.02M 0.44%
9,985
-127
67
$1.01M 0.44%
8,407
68
$1M 0.44%
51,742
-7,389
69
$989K 0.43%
10,237
-121
70
$972K 0.42%
19,660
-916
71
$959K 0.42%
26,452
+10,000
72
$913K 0.4%
10,315
+10
73
$897K 0.39%
16,694
-22
74
$892K 0.39%
2,086
-65
75
$885K 0.39%
13,667
1 2
3
4 5