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
$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
51
$2.04M 0.63%
35,732
+484
52
$2.04M 0.63%
3,833
+172
53
$2.01M 0.62%
13,081
+343
54
$2M 0.62%
27,930
-75
55
$1.94M 0.6%
36,225
56
$1.94M 0.6%
17,872
-82
57
$1.9M 0.59%
43,500
58
$1.83M 0.57%
480
+42
59
$1.82M 0.56%
71,862
-333
60
$1.82M 0.56%
6,166
+3,396
61
$1.76M 0.54%
10,322
+1,398
62
$1.75M 0.54%
15,695
+422
63
$1.72M 0.53%
18,336
-5,500
64
$1.68M 0.52%
11,184
-70
65
$1.67M 0.52%
5,543
-3,700
66
$1.67M 0.52%
3,636
+474
67
$1.61M 0.5%
56,400
-24,000
68
$1.6M 0.49%
30,885
+1,177
69
$1.6M 0.49%
21,895
+1,588
70
$1.52M 0.47%
13,720
71
$1.52M 0.47%
10,849
+4,241
72
$1.51M 0.47%
13,729
+27
73
$1.45M 0.45%
27,752
+688
74
$1.44M 0.44%
2,571
-189
75
$1.41M 0.43%
21,521
+1,652
1 2
3
4 5