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
$255M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.97M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$1.28M
5
AMZN icon
Amazon
AMZN
+$927K

Top Sells

1
+$976K
2
+$741K
3
+$679K
4
BMY icon
Bristol-Myers Squibb
BMY
+$658K
5
GIS icon
General Mills
GIS
+$655K

Sector Composition

1 Technology 16.77%
2 Healthcare 14.06%
3 Financials 9.36%
4 Industrials 6.71%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$941K 0.37%
1,887
77
$941K 0.37%
7,187
+115
78
$939K 0.37%
55,236
-494
79
$874K 0.34%
17,026
-12,819
80
$860K 0.34%
17,025
+331
81
$851K 0.33%
22,568
82
$836K 0.33%
9,970
-2,354
83
$822K 0.32%
4,270
-256
84
$821K 0.32%
5,636
+63
85
$808K 0.32%
12,000
86
$801K 0.31%
1,058
+141
87
$790K 0.31%
33,127
+17,935
88
$788K 0.31%
4,859
-949
89
$785K 0.31%
7,708
90
$773K 0.3%
11,864
-10,052
91
$761K 0.3%
5,976
+205
92
$744K 0.29%
9,336
93
$739K 0.29%
+11,608
94
$718K 0.28%
4,800
95
$701K 0.27%
22,267
+257
96
$667K 0.26%
19,226
97
$658K 0.26%
9,711
98
$654K 0.26%
38,996
99
$646K 0.25%
10,500
100
$645K 0.25%
4,677
+87
2 3
4
5 6