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
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.09M
3
+$7.62M
4
JPM icon
JPMorgan Chase
JPM
+$5.41M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.69%
2 Healthcare 14.11%
3 Consumer Staples 9.72%
4 Financials 9.03%
5 Utilities 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$916K 0.37%
+19,513
77
$894K 0.36%
+10,255
78
$881K 0.36%
+2,151
79
$879K 0.36%
+16,824
80
$865K 0.35%
+10,739
81
$834K 0.34%
+8,407
82
$833K 0.34%
+12,000
83
$809K 0.33%
+4,231
84
$796K 0.32%
+9,054
85
$793K 0.32%
+11,380
86
$761K 0.31%
+2,326
87
$747K 0.3%
+10,892
88
$729K 0.3%
+57,827
89
$708K 0.29%
+9,275
90
$704K 0.29%
+9,371
91
$701K 0.29%
+12,696
92
$689K 0.28%
+4,560
93
$688K 0.28%
+4,862
94
$670K 0.27%
+1,887
95
$662K 0.27%
+12,148
96
$641K 0.26%
+4,800
97
$635K 0.26%
+3,018
98
$629K 0.26%
+6,042
99
$621K 0.25%
+7,072
100
$618K 0.25%
+4,057
2 3
4
5 6