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
$251M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.62M
3
+$1.16M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.06M

Top Sells

1
+$1.95M
2
+$1.77M
3
+$1.38M
4
PEP icon
PepsiCo
PEP
+$1.23M
5
HII icon
Huntington Ingalls Industries
HII
+$1.08M

Sector Composition

1 Technology 17.06%
2 Healthcare 14.96%
3 Financials 8.91%
4 Consumer Staples 8.13%
5 Utilities 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$923K 0.37%
9,852
-887
77
$871K 0.35%
1,887
78
$871K 0.35%
8,407
79
$865K 0.34%
16,716
-108
80
$859K 0.34%
12,000
81
$851K 0.34%
4,101
-130
82
$839K 0.33%
22,568
-24,618
83
$830K 0.33%
11,380
84
$809K 0.32%
3,556
-4,739
85
$801K 0.32%
2,483
+157
86
$792K 0.32%
4,556
-4
87
$792K 0.32%
9,459
+405
88
$722K 0.29%
9,371
89
$712K 0.28%
12,696
90
$712K 0.28%
4,800
91
$680K 0.27%
4,839
-23
92
$676K 0.27%
7,708
-1,567
93
$671K 0.27%
3,955
+937
94
$669K 0.27%
15,500
+769
95
$669K 0.27%
11,578
-570
96
$669K 0.27%
20,140
+3,830
97
$658K 0.26%
7,072
98
$656K 0.26%
19,226
99
$652K 0.26%
6,043
-561
100
$640K 0.25%
5,594
+1,068
2 3
4
5 6