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
$255M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.97M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$1.28M
5
AMZN icon
Amazon
AMZN
+$927K

Top Sells

1
+$976K
2
+$741K
3
+$679K
4
BMY icon
Bristol-Myers Squibb
BMY
+$658K
5
GIS icon
General Mills
GIS
+$655K

Sector Composition

1 Technology 16.77%
2 Healthcare 14.06%
3 Financials 9.36%
4 Industrials 6.71%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.65%
3,149
+2,425
52
$1.61M 0.63%
6,825
+190
53
$1.61M 0.63%
16,098
54
$1.61M 0.63%
6,680
-16
55
$1.59M 0.62%
7,569
+51
56
$1.46M 0.57%
24,106
+1,652
57
$1.37M 0.54%
15,346
+1,035
58
$1.33M 0.52%
36,225
59
$1.32M 0.52%
24,261
-3,973
60
$1.31M 0.51%
3,661
+147
61
$1.26M 0.49%
13,870
62
$1.25M 0.49%
8,070
+33
63
$1.21M 0.47%
9,545
+338
64
$1.16M 0.45%
16,000
+228
65
$1.07M 0.42%
20,656
+996
66
$1.05M 0.41%
50,573
-1,169
67
$1.03M 0.4%
10,552
+315
68
$1.02M 0.4%
10,066
+81
69
$1.02M 0.4%
2,632
+139
70
$992K 0.39%
2,086
71
$983K 0.38%
10,327
+12
72
$978K 0.38%
8,423
+16
73
$976K 0.38%
26,327
-125
74
$970K 0.38%
19,590
+270
75
$958K 0.38%
13,667
1 2
3
4 5