EFMC
Empire Financial Management Company Portfolio holdings
AUM $324M
AUM
$324M
AUM Growth
+$3.02M (+0.9%)
Cap. Flow
+$5.62M
Cap. Flow % of AUM
1.74%
Top 10 Holdings %Top 10 Hldgs %
24.85%
Holding
205
New
9
Increased
72
Reduced
64
Closed
8
Top Buys
| 1 | $2.22M | |
| 2 | $1M | |
| 3 | $878K | |
| 4 | $702K | |
| 5 | $673K |
Top Sells
| 1 | $2.01M | |
| 2 | $1.12M | |
| 3 | $991K | |
| 4 | $865K | |
| 5 | $708K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.39M | 0.43% | 2,092 +246 | +13% | +$163K | |||
| $1.33M | 0.41% | 24,372 -199 | -0.8% | -$10.9K | |||
| $1.26M | 0.39% | 50,319 -652 | -1% | -$16.4K | |||
| $1.26M | 0.39% | 10,913 -449 | -4% | -$51.7K | |||
| $1.26M | 0.39% | 13,667 -3,366 | -20% | -$310K | |||
| $1.23M | 0.38% | 2,235 +183 | +9% | +$100K | |||
| $1.21M | 0.38% | 21,249 -822 | -4% | -$47K | |||
| $1.21M | 0.37% | 65,025 +1,500 | +2% | +$27.9K | |||
| $1.17M | 0.36% | 2,348 +218 | +10% | +$108K | |||
| $1.14M | 0.35% | 16,087 +1,325 | +9% | +$94.3K | |||
| $1.13M | 0.35% | 5,652 -500 | -8% | -$100K | |||
| $1.12M | 0.35% | 37,750 +1,130 | +3% | +$33.7K | |||
| $1.11M | 0.34% | 12,711 | – | – | |||
| $1.1M | 0.34% | 38,846 -1,436 | -4% | -$40.6K | |||
| $1.09M | 0.34% | 35,490 -766 | -2% | -$23.6K | |||
| $1.08M | 0.33% | 50,727 +1,277 | +3% | +$27.1K | |||
| $980K | 0.3% | 3,596 -119 | -3% | -$32.4K | |||
| $954K | 0.29% | 9,337 | – | – | |||
| $949K | 0.29% | 3,037 +112 | +4% | +$35K | |||
| $925K | 0.29% | 20,391 | – | – | |||
| $902K | 0.28% | 1,887 | – | – | |||
| $899K | 0.28% | 31,987 +23,960 | +298% | +$673K | |||
| $885K | 0.27% | 8,423 | – | – | |||
| $882K | 0.27% | 12,000 -323 | -3% | -$23.7K | |||
| $878K | 0.27% | 3,309 | New | +$878K |
