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
$303M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.37M
3
+$1.66M
4
NOC icon
Northrop Grumman
NOC
+$1.44M
5
CL icon
Colgate-Palmolive
CL
+$1.35M

Top Sells

1
+$4.12M
2
+$2.02M
3
+$1.11M
4
DG icon
Dollar General
DG
+$635K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$531K

Sector Composition

1 Technology 16.51%
2 Healthcare 13.67%
3 Financials 9.74%
4 Industrials 7.29%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.38%
1,887
77
$1.15M 0.38%
8,608
+2,632
78
$1.15M 0.38%
1,186
+128
79
$1.08M 0.36%
7,708
80
$1.07M 0.35%
8,423
81
$1.06M 0.35%
50,619
+46
82
$1.04M 0.34%
3,696
+1,912
83
$1.03M 0.34%
17,854
-34,787
84
$1.02M 0.34%
+7,190
85
$1.01M 0.33%
9,970
-357
86
$994K 0.33%
12,711
+3,000
87
$982K 0.32%
55,090
-146
88
$980K 0.32%
13,667
89
$947K 0.31%
22,568
90
$931K 0.31%
7,087
-100
91
$930K 0.31%
18,630
+1,605
92
$930K 0.31%
+4,695
93
$913K 0.3%
35,107
+1,980
94
$884K 0.29%
6,913
+1,668
95
$875K 0.29%
12,500
+636
96
$865K 0.29%
5,814
+178
97
$865K 0.29%
+1,180
98
$861K 0.28%
2,372
+393
99
$860K 0.28%
4,131
-139
100
$840K 0.28%
5,839
+852
2 3
4
5 6