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
$302M
AUM Growth
-$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.77M
3
+$942K
4
IBM icon
IBM
IBM
+$739K
5
HPQ icon
HP
HPQ
+$704K

Top Sells

1
+$3.48M
2
+$2.19M
3
+$1.32M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$1.28M
5
GSK icon
GSK
GSK
+$866K

Sector Composition

1 Technology 17.66%
2 Healthcare 13.69%
3 Financials 9.73%
4 Industrials 6.86%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.64%
34,389
+3,397
52
$1.93M 0.64%
9,692
-10,993
53
$1.92M 0.63%
103,667
-13,131
54
$1.85M 0.61%
8,635
+1,819
55
$1.81M 0.6%
28,418
-3,360
56
$1.8M 0.59%
19,378
+1,558
57
$1.69M 0.56%
14,226
+82
58
$1.66M 0.55%
6,310
-100
59
$1.63M 0.54%
31,318
-2,447
60
$1.63M 0.54%
16,836
-7,500
61
$1.63M 0.54%
29,398
+4,050
62
$1.61M 0.53%
11,402
-131
63
$1.58M 0.52%
2,905
-97
64
$1.58M 0.52%
14,828
+167
65
$1.54M 0.51%
36,225
66
$1.49M 0.49%
13,542
+2,447
67
$1.46M 0.48%
8,594
+1,404
68
$1.43M 0.47%
3,172
+178
69
$1.33M 0.44%
12,208
-3,397
70
$1.26M 0.42%
1,236
+50
71
$1.25M 0.41%
22,897
+1,789
72
$1.23M 0.41%
13,720
-150
73
$1.22M 0.4%
22,121
-1,301
74
$1.14M 0.38%
9,051
+2,138
75
$1.12M 0.37%
378
+126
1 2
3
4 5