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
$324M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1M
3
+$878K
4
HON icon
Honeywell
HON
+$702K
5
NDIA icon
Global X India Active ETF
NDIA
+$673K

Top Sells

1
+$2.01M
2
+$1.43M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$991K
5
BF.B icon
Brown-Forman Class B
BF.B
+$941K

Sector Composition

1 Technology 16.29%
2 Healthcare 13.35%
3 Financials 12.23%
4 Industrials 6.86%
5 Utilities 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEPI icon
51
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$2.04M 0.63%
35,732
+484
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.04M 0.63%
3,833
+172
QCOM icon
53
Qualcomm
QCOM
$176B
$2.01M 0.62%
13,081
+343
KO icon
54
Coca-Cola
KO
$295B
$2M 0.62%
27,930
-75
MPLX icon
55
MPLX
MPLX
$49.9B
$1.94M 0.6%
36,225
NVDA icon
56
NVIDIA
NVDA
$4.46T
$1.94M 0.6%
17,872
-82
CG icon
57
Carlyle Group
CG
$20.7B
$1.9M 0.59%
43,500
AZO icon
58
AutoZone
AZO
$67.2B
$1.83M 0.57%
480
+42
PFE icon
59
Pfizer
PFE
$139B
$1.82M 0.56%
71,862
-333
APD icon
60
Air Products & Chemicals
APD
$56.4B
$1.82M 0.56%
6,166
+3,396
PANW icon
61
Palo Alto Networks
PANW
$141B
$1.76M 0.54%
10,322
+1,398
NVS icon
62
Novartis
NVS
$254B
$1.75M 0.54%
15,695
+422
CL icon
63
Colgate-Palmolive
CL
$63.9B
$1.72M 0.53%
18,336
-5,500
PEP icon
64
PepsiCo
PEP
$210B
$1.68M 0.52%
11,184
-70
CB icon
65
Chubb
CB
$107B
$1.67M 0.52%
5,543
-3,700
DPZ icon
66
Domino's
DPZ
$14.1B
$1.67M 0.52%
3,636
+474
KMI icon
67
Kinder Morgan
KMI
$60.8B
$1.61M 0.5%
56,400
-24,000
JEPQ icon
68
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.6B
$1.6M 0.49%
30,885
+1,177
UBER icon
69
Uber
UBER
$192B
$1.6M 0.49%
21,895
+1,588
ED icon
70
Consolidated Edison
ED
$36.5B
$1.52M 0.47%
13,720
ORCL icon
71
Oracle
ORCL
$830B
$1.52M 0.47%
10,849
+4,241
EMR icon
72
Emerson Electric
EMR
$72.8B
$1.51M 0.47%
13,729
+27
BINC icon
73
BlackRock Flexible Income ETF
BINC
$12.5B
$1.45M 0.45%
27,752
+688
SPY icon
74
SPDR S&P 500 ETF Trust
SPY
$660B
$1.44M 0.44%
2,571
-189
AOS icon
75
A.O. Smith
AOS
$9.77B
$1.41M 0.43%
21,521
+1,652
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3
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