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
$303M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.37M
3
+$1.66M
4
NOC icon
Northrop Grumman
NOC
+$1.44M
5
CL icon
Colgate-Palmolive
CL
+$1.35M

Top Sells

1
+$4.12M
2
+$2.02M
3
+$1.11M
4
DG icon
Dollar General
DG
+$635K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$531K

Sector Composition

1 Technology 16.51%
2 Healthcare 13.67%
3 Financials 9.74%
4 Industrials 7.29%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.65%
21,670
+2,080
52
$1.94M 0.64%
31,778
-100
53
$1.88M 0.62%
9,164
+1,595
54
$1.87M 0.62%
10,725
-211
55
$1.79M 0.59%
30,992
-456
56
$1.79M 0.59%
6,410
57
$1.77M 0.59%
33,765
-874
58
$1.75M 0.58%
15,605
-2,212
59
$1.74M 0.57%
6,816
-9
60
$1.74M 0.57%
14,144
-76
61
$1.69M 0.56%
17,820
+2,474
62
$1.62M 0.54%
8,420
+300
63
$1.57M 0.52%
3,002
+916
64
$1.51M 0.5%
36,225
65
$1.45M 0.48%
11,533
+5,546
66
$1.44M 0.47%
+3,000
67
$1.42M 0.47%
14,661
+4,595
68
$1.37M 0.45%
25,348
+15,000
69
$1.32M 0.44%
23,422
-839
70
$1.29M 0.43%
18,466
+2,466
71
$1.26M 0.42%
13,870
72
$1.26M 0.42%
11,095
+543
73
$1.25M 0.41%
2,994
+362
74
$1.23M 0.41%
21,108
+452
75
$1.21M 0.4%
9,638
+93
1 2
3
4 5