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
$325M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.03M
3
+$985K
4
DELL icon
Dell
DELL
+$889K
5
PRU icon
Prudential Financial
PRU
+$854K

Top Sells

1
+$1.28M
2
+$1.12M
3
+$1.09M
4
SJM icon
J.M. Smucker
SJM
+$1.07M
5
PEP icon
PepsiCo
PEP
+$996K

Sector Composition

1 Technology 16.73%
2 Healthcare 13.3%
3 Financials 10.43%
4 Industrials 7.42%
5 Utilities 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.39%
10,470
+1,105
77
$1.25M 0.38%
2,533
+125
78
$1.24M 0.38%
395
+17
79
$1.23M 0.38%
13,667
80
$1.22M 0.37%
34,719
+11,069
81
$1.21M 0.37%
1,964
+38
82
$1.21M 0.37%
4,585
+263
83
$1.16M 0.36%
6,152
84
$1.15M 0.35%
9,384
+333
85
$1.15M 0.35%
50,405
-30
86
$1.12M 0.34%
52,581
+544
87
$1.12M 0.34%
3,695
+1,912
88
$1.1M 0.34%
1,321
+85
89
$1.07M 0.33%
9,980
+10
90
$1.03M 0.32%
+73,214
91
$1.02M 0.31%
26,907
+19,500
92
$1.02M 0.31%
1,887
93
$995K 0.31%
34,646
+1,859
94
$985K 0.3%
+2,291
95
$978K 0.3%
2,822
+195
96
$971K 0.3%
60,525
97
$966K 0.3%
19,393
+6,068
98
$953K 0.29%
6,580
+332
99
$935K 0.29%
12,000
100
$931K 0.29%
12,711
2 3
4
5 6