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
$437M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.6M
3
+$4.34M
4
BAC icon
Bank of America
BAC
+$4.34M
5
CDXS icon
Codexis
CDXS
+$3.19M

Top Sells

1
+$2.15M
2
+$1.91M
3
+$1.77M
4
NVO icon
Novo Nordisk
NVO
+$1.43M
5
SNOW icon
Snowflake
SNOW
+$1.29M

Sector Composition

1 Technology 16.23%
2 Healthcare 14.12%
3 Financials 12.69%
4 Industrials 8.71%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
51
Norfolk Southern
NSC
$70.7B
$2.82M 0.65%
9,403
+211
KMI icon
52
Kinder Morgan
KMI
$74B
$2.73M 0.62%
96,400
+40,000
VTI icon
53
Vanguard Total Stock Market ETF
VTI
$582B
$2.69M 0.62%
8,193
+4
AMD icon
54
Advanced Micro Devices
AMD
$326B
$2.68M 0.61%
+16,594
UNH icon
55
UnitedHealth
UNH
$266B
$2.56M 0.59%
7,425
+2,902
EXC icon
56
Exelon
EXC
$50.6B
$2.55M 0.58%
56,701
RIGL icon
57
Rigel Pharmaceuticals
RIGL
$631M
$2.54M 0.58%
89,511
+66,011
QCOM icon
58
Qualcomm
QCOM
$152B
$2.53M 0.58%
15,179
+355
ET icon
59
Energy Transfer Partners
ET
$64.8B
$2.47M 0.57%
144,037
+80,512
QTRX icon
60
Quanterix
QTRX
$306M
$2.46M 0.56%
452,430
+328,450
PANW icon
61
Palo Alto Networks
PANW
$122B
$2.33M 0.53%
11,462
+348
UBER icon
62
Uber
UBER
$155B
$2.29M 0.52%
23,338
+666
AZO icon
63
AutoZone
AZO
$62.2B
$2.27M 0.52%
528
+18
J icon
64
Jacobs Solutions
J
$16.2B
$2.24M 0.51%
14,963
+542
V icon
65
Visa
V
$616B
$2.15M 0.49%
6,310
LYFT icon
66
Lyft
LYFT
$5.51B
$2.12M 0.49%
96,500
+81,500
NVS icon
67
Novartis
NVS
$322B
$2.1M 0.48%
16,338
+399
SLV icon
68
iShares Silver Trust
SLV
$47.2B
$2.09M 0.48%
49,439
+2,094
BRK.B icon
69
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.99M 0.46%
3,967
+118
MRK icon
70
Merck
MRK
$306B
$1.99M 0.46%
23,683
PAYX icon
71
Paychex
PAYX
$33.6B
$1.96M 0.45%
15,499
+380
XBI icon
72
State Street SPDR S&P Biotech ETF
XBI
$8.13B
$1.94M 0.44%
19,375
+13,600
GOAU icon
73
US Global GO Gold and Precious Metal Miners ETF
GOAU
$246M
$1.92M 0.44%
47,716
-1,213
KO icon
74
Coca-Cola
KO
$351B
$1.84M 0.42%
27,785
HAL icon
75
Halliburton
HAL
$30.2B
$1.82M 0.42%
+74,060
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3
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