EFMC

Empire Financial Management Company Portfolio holdings

AUM $437M
1-Year Est. Return 18.6%
This Quarter Est. Return
1 Year Est. Return
+18.6%
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
+$6.87M
2
+$5.43M
3
+$4.9M
4
BAC icon
Bank of America
BAC
+$4.59M
5
KRMD icon
KORU Medical Systems
KRMD
+$3.16M

Top Sells

1
+$2.31M
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
XOM icon
76
Exxon Mobil
XOM
$489B
$1.81M 0.41%
16,058
DPZ icon
77
Domino's
DPZ
$14.2B
$1.8M 0.41%
4,178
+306
EMR icon
78
Emerson Electric
EMR
$74.9B
$1.79M 0.41%
13,613
+216
MKC icon
79
McCormick & Company Non-Voting
MKC
$18.1B
$1.75M 0.4%
26,098
+421
WRB icon
80
W.R. Berkley
WRB
$29.5B
$1.68M 0.39%
21,943
+4,921
GE icon
81
GE Aerospace
GE
$315B
$1.67M 0.38%
5,552
-100
AOS icon
82
A.O. Smith
AOS
$9.19B
$1.62M 0.37%
22,002
+342
PEP icon
83
PepsiCo
PEP
$203B
$1.59M 0.36%
11,341
+305
CYRX icon
84
CryoPort
CYRX
$482M
$1.58M 0.36%
+167,000
SPY icon
85
SPDR S&P 500 ETF Trust
SPY
$700B
$1.58M 0.36%
2,366
-10
ROP icon
86
Roper Technologies
ROP
$48B
$1.55M 0.35%
+3,099
BINC icon
87
BlackRock Flexible Income ETF
BINC
$14.3B
$1.46M 0.33%
27,381
+333
NU icon
88
Nu Holdings
NU
$84.3B
$1.44M 0.33%
90,037
+3,820
CL icon
89
Colgate-Palmolive
CL
$64.8B
$1.44M 0.33%
18,018
TMB
90
Thornburg Multi Sector Bond ETF
TMB
$79.8M
$1.42M 0.33%
55,367
-774
ED icon
91
Consolidated Edison
ED
$36.2B
$1.42M 0.33%
14,120
TMO icon
92
Thermo Fisher Scientific
TMO
$222B
$1.42M 0.32%
2,920
+188
JPIN icon
93
JPMorgan Diversified Return International Equity ETF
JPIN
$369M
$1.39M 0.32%
20,868
+19
BIP icon
94
Brookfield Infrastructure Partners
BIP
$16.7B
$1.33M 0.3%
40,389
+1,895
JPUS icon
95
JPMorgan Diversified Return US Equity ETF
JPUS
$400M
$1.32M 0.3%
10,636
+608
NDIA icon
96
Global X India Active ETF
NDIA
$53.6M
$1.32M 0.3%
45,895
+2,600
COWG icon
97
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.46B
$1.31M 0.3%
36,091
+2,980
SO icon
98
Southern Company
SO
$100B
$1.3M 0.3%
13,667
GD icon
99
General Dynamics
GD
$92.3B
$1.29M 0.29%
3,773
+79
XLK icon
100
Technology Select Sector SPDR Fund
XLK
$93.6B
$1.17M 0.27%
4,143
2 3
4
5 6