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
$302M
AUM Growth
-$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.77M
3
+$942K
4
IBM icon
IBM
IBM
+$739K
5
HPQ icon
HP
HPQ
+$704K

Top Sells

1
+$3.48M
2
+$2.19M
3
+$1.32M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$1.28M
5
GSK icon
GSK
GSK
+$866K

Sector Composition

1 Technology 17.66%
2 Healthcare 13.69%
3 Financials 9.73%
4 Industrials 6.86%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.36%
2,500
-500
77
$1.07M 0.36%
9,853
+215
78
$1.07M 0.35%
16,337
-2,129
79
$1.07M 0.35%
1,926
+542
80
$1.06M 0.35%
4,322
+2,765
81
$1.06M 0.35%
2,408
+795
82
$1.06M 0.35%
50,435
-184
83
$1.06M 0.35%
13,667
84
$1.02M 0.34%
1,887
85
$1.02M 0.34%
9,365
+757
86
$989K 0.33%
52,037
-3,053
87
$982K 0.32%
60,525
+15,000
88
$978K 0.32%
6,152
-1,556
89
$971K 0.32%
3,811
+115
90
$964K 0.32%
8,423
91
$958K 0.32%
9,970
92
$944K 0.31%
12,711
93
$942K 0.31%
+47,400
94
$940K 0.31%
4,156
+25
95
$936K 0.31%
12,000
96
$933K 0.31%
4,874
+179
97
$928K 0.31%
24,300
+7,500
98
$913K 0.3%
23,712
-22,500
99
$912K 0.3%
6,248
+409
100
$896K 0.3%
16,889
-965
2 3
4
5 6