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
$321M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.8M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.43M
5
AOS icon
A.O. Smith
AOS
+$1.36M

Top Sells

1
+$2.79M
2
+$2.01M
3
+$1.56M
4
HII icon
Huntington Ingalls Industries
HII
+$1.21M
5
JBL icon
Jabil
JBL
+$1.16M

Sector Composition

1 Technology 17.28%
2 Healthcare 12.54%
3 Financials 12.15%
4 Industrials 6.63%
5 Utilities 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.63%
35,248
+3
52
$1.99M 0.62%
6,310
53
$1.97M 0.62%
3,446
+171
54
$1.96M 0.61%
12,738
+3,090
55
$1.95M 0.61%
18,098
56
$1.92M 0.6%
72,195
-23,109
57
$1.77M 0.55%
13,523
+9,694
58
$1.77M 0.55%
+25,000
59
$1.74M 0.54%
28,005
-413
60
$1.73M 0.54%
36,225
61
$1.71M 0.53%
11,254
-41
62
$1.7M 0.53%
13,702
+237
63
$1.67M 0.52%
29,708
-440
64
$1.66M 0.52%
3,661
-1,415
65
$1.62M 0.51%
8,924
+136
66
$1.62M 0.5%
2,760
-150
67
$1.49M 0.46%
15,273
+899
68
$1.44M 0.45%
25,310
+20,764
69
$1.43M 0.44%
+11,305
70
$1.41M 0.44%
27,064
+27
71
$1.4M 0.44%
438
+43
72
$1.4M 0.44%
17,033
+3,366
73
$1.39M 0.43%
24,571
+2,034
74
$1.36M 0.42%
+19,869
75
$1.33M 0.41%
3,162
+871
1 2
3
4 5