EFMC

Empire Financial Management Company Portfolio holdings

AUM $347M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$602K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$597K

Top Sells

1
+$3.6M
2
+$1.48M
3
+$1.45M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.44M
5
AMZN icon
Amazon
AMZN
+$1.17M

Sector Composition

1 Technology 16.13%
2 Healthcare 13.98%
3 Financials 8.93%
4 Consumer Staples 7.56%
5 Utilities 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$861K 0.38%
11,447
-835
77
$840K 0.37%
19,320
-82,720
78
$831K 0.36%
5,573
-78
79
$827K 0.36%
55,730
-1,043
80
$813K 0.35%
12,000
81
$807K 0.35%
2,493
+10
82
$804K 0.35%
5,808
-1,205
83
$775K 0.34%
1,887
84
$758K 0.33%
7,072
85
$742K 0.32%
4,526
-30
86
$741K 0.32%
9,469
+10
87
$732K 0.32%
5,771
-272
88
$731K 0.32%
22,568
89
$680K 0.3%
7,708
90
$679K 0.3%
12,696
91
$664K 0.29%
9,336
-35
92
$654K 0.28%
11,719
+141
93
$647K 0.28%
+22,010
94
$642K 0.28%
5,068
-526
95
$623K 0.27%
4,800
96
$616K 0.27%
44,221
-2,000
97
$601K 0.26%
19,136
-1,004
98
$598K 0.26%
7,159
-2,693
99
$596K 0.26%
42,500
-3,000
100
$591K 0.26%
19,226
2 3
4
5 6