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
$460M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.87M
3
+$2.24M
4
CYRX icon
CryoPort
CYRX
+$2.24M
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$1.93M

Top Sells

1
+$3.57M
2
+$2.56M
3
+$2.24M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.67M
5
ROP icon
Roper Technologies
ROP
+$1.55M

Sector Composition

1 Healthcare 15.45%
2 Technology 14.72%
3 Financials 11.95%
4 Industrials 9.74%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZO icon
76
AutoZone
AZO
$62.2B
$1.83M 0.4%
539
+11
MKC icon
77
McCormick & Company Non-Voting
MKC
$19.1B
$1.81M 0.39%
26,551
+453
EMR icon
78
Emerson Electric
EMR
$84.7B
$1.81M 0.39%
13,623
+10
PAYX icon
79
Paychex
PAYX
$33.6B
$1.78M 0.39%
15,861
+362
TMO icon
80
Thermo Fisher Scientific
TMO
$196B
$1.73M 0.38%
2,986
+66
GE icon
81
GE Aerospace
GE
$359B
$1.73M 0.38%
5,614
+62
NEE icon
82
NextEra Energy
NEE
$195B
$1.71M 0.37%
+21,313
SPY icon
83
State Street SPDR S&P 500 ETF Trust
SPY
$699B
$1.63M 0.35%
2,388
+22
PEP icon
84
PepsiCo
PEP
$232B
$1.63M 0.35%
11,341
WRB icon
85
W.R. Berkley
WRB
$27B
$1.55M 0.34%
22,158
+215
NU icon
86
Nu Holdings
NU
$72.6B
$1.52M 0.33%
91,044
+1,007
AOS icon
87
A.O. Smith
AOS
$10.8B
$1.49M 0.32%
22,348
+346
BINC icon
88
BlackRock Flexible Income ETF
BINC
$17.4B
$1.45M 0.32%
27,557
+176
CL icon
89
Colgate-Palmolive
CL
$79.5B
$1.42M 0.31%
18,018
TMB
90
Thornburg Multi Sector Bond ETF
TMB
$78.9M
$1.42M 0.31%
55,421
+54
BIP icon
91
Brookfield Infrastructure Partners
BIP
$18.1B
$1.42M 0.31%
40,792
+403
ED icon
92
Consolidated Edison
ED
$40.6B
$1.4M 0.31%
14,145
+25
NDIA icon
93
Global X India Active ETF
NDIA
$59.8M
$1.4M 0.31%
47,115
+1,220
DFEM icon
94
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.26B
$1.3M 0.28%
+39,388
COWG icon
95
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.33B
$1.28M 0.28%
36,372
+281
CAH icon
96
Cardinal Health
CAH
$53.9B
$1.27M 0.28%
6,167
GD icon
97
General Dynamics
GD
$96.5B
$1.27M 0.27%
3,758
-15
SO icon
98
Southern Company
SO
$107B
$1.19M 0.26%
13,667
MS icon
99
Morgan Stanley
MS
$264B
$1.19M 0.26%
6,710
-169
XLK icon
100
State Street Technology Select Sector SPDR ETF
XLK
$87.5B
$1.18M 0.26%
8,187
-99
2 3
4
5 6