EFMC

Empire Financial Management Company Portfolio holdings

AUM $442M
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
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
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
51
$2.82M 0.65%
9,403
+211
52
$2.73M 0.62%
96,400
+40,000
53
$2.69M 0.62%
8,193
+4
54
$2.68M 0.61%
+16,594
55
$2.56M 0.59%
7,425
+2,902
56
$2.55M 0.58%
56,701
57
$2.54M 0.58%
89,511
+66,011
58
$2.53M 0.58%
15,179
+355
59
$2.47M 0.57%
144,037
+80,512
60
$2.46M 0.56%
452,430
+328,450
61
$2.33M 0.53%
11,462
+348
62
$2.29M 0.52%
23,338
+666
63
$2.27M 0.52%
528
+18
64
$2.24M 0.51%
14,963
+542
65
$2.15M 0.49%
6,310
66
$2.12M 0.49%
96,500
+81,500
67
$2.1M 0.48%
16,338
+399
68
$2.09M 0.48%
49,439
+2,094
69
$1.99M 0.46%
3,967
+118
70
$1.99M 0.46%
23,683
71
$1.96M 0.45%
15,499
+380
72
$1.94M 0.44%
19,375
+13,600
73
$1.92M 0.44%
47,716
-1,213
74
$1.84M 0.42%
27,785
75
$1.82M 0.42%
+74,060
1 2
3
4 5