EFMC

Empire Financial Management Company Portfolio holdings

AUM $460M
1-Year Est. Return 27.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.78M
3
+$1.42M
4
NVO icon
Novo Nordisk
NVO
+$1.41M
5
SLV icon
iShares Silver Trust
SLV
+$1.03M

Top Sells

1
+$2.48M
2
+$2.05M
3
+$1.82M
4
MA icon
Mastercard
MA
+$1.23M
5
NEE icon
NextEra Energy
NEE
+$476K

Sector Composition

1 Technology 17.45%
2 Financials 12.44%
3 Healthcare 12.35%
4 Industrials 8.14%
5 Utilities 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.59%
35,738
+6
52
$1.97M 0.57%
27,785
-145
53
$1.95M 0.56%
+25,677
54
$1.93M 0.56%
15,939
+244
55
$1.91M 0.55%
14,848
+323
56
$1.9M 0.55%
+14,421
57
$1.89M 0.55%
510
+30
58
$1.87M 0.54%
23,683
59
$1.87M 0.54%
3,849
+16
60
$1.87M 0.54%
36,225
61
$1.79M 0.52%
13,397
-332
62
$1.77M 0.51%
2,214
+122
63
$1.74M 0.5%
3,872
+236
64
$1.74M 0.5%
71,827
-35
65
$1.73M 0.5%
16,058
-2,000
66
$1.68M 0.48%
30,885
67
$1.66M 0.48%
56,400
68
$1.64M 0.47%
18,018
-318
69
$1.61M 0.46%
5,543
70
$1.55M 0.45%
47,345
+33,739
71
$1.47M 0.42%
2,376
-195
72
$1.46M 0.42%
11,036
-148
73
$1.45M 0.42%
5,652
74
$1.44M 0.41%
48,929
-1,390
75
$1.43M 0.41%
+20,710
1 2
3
4 5