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
$325M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.03M
3
+$985K
4
DELL icon
Dell
DELL
+$889K
5
PRU icon
Prudential Financial
PRU
+$854K

Top Sells

1
+$1.28M
2
+$1.12M
3
+$1.09M
4
SJM icon
J.M. Smucker
SJM
+$1.07M
5
PEP icon
PepsiCo
PEP
+$996K

Sector Composition

1 Technology 16.73%
2 Healthcare 13.3%
3 Financials 10.43%
4 Industrials 7.42%
5 Utilities 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.64%
6,251
-172
52
$2.04M 0.63%
28,418
53
$2.01M 0.62%
104,173
+506
54
$2M 0.61%
11,717
+315
55
$1.98M 0.61%
20,007
+629
56
$1.92M 0.59%
11,295
-5,855
57
$1.89M 0.58%
14,108
-118
58
$1.84M 0.57%
49,310
+36,806
59
$1.82M 0.56%
82,400
+35,000
60
$1.74M 0.53%
6,310
61
$1.7M 0.52%
16,336
-500
62
$1.67M 0.51%
2,910
+5
63
$1.66M 0.51%
30,148
+750
64
$1.65M 0.51%
14,374
-454
65
$1.64M 0.5%
9,648
-44
66
$1.62M 0.5%
3,275
+103
67
$1.61M 0.5%
36,225
68
$1.5M 0.46%
8,788
+194
69
$1.47M 0.45%
13,465
-77
70
$1.45M 0.45%
27,037
-4,281
71
$1.43M 0.44%
13,720
72
$1.39M 0.43%
11,621
-587
73
$1.34M 0.41%
11,300
+7,500
74
$1.3M 0.4%
21,716
-405
75
$1.3M 0.4%
22,537
-360
1 2
3
4 5