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
$321M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.8M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.43M
5
AOS icon
A.O. Smith
AOS
+$1.36M

Top Sells

1
+$2.79M
2
+$2.01M
3
+$1.56M
4
HII icon
Huntington Ingalls Industries
HII
+$1.21M
5
JBL icon
Jabil
JBL
+$1.16M

Sector Composition

1 Technology 17.28%
2 Healthcare 12.54%
3 Financials 12.15%
4 Industrials 6.63%
5 Utilities 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.4%
11,362
-259
77
$1.29M 0.4%
270,000
+47,048
78
$1.28M 0.4%
1,846
+525
79
$1.24M 0.39%
63,525
+3,000
80
$1.23M 0.38%
10,011
+627
81
$1.22M 0.38%
+20,307
82
$1.22M 0.38%
13,720
83
$1.18M 0.37%
22,071
+355
84
$1.16M 0.36%
36,620
+1,901
85
$1.16M 0.36%
36,256
+1,610
86
$1.12M 0.35%
+2,392
87
$1.11M 0.35%
2,130
+166
88
$1.1M 0.34%
6,608
-5,109
89
$1.08M 0.34%
49,450
-955
90
$1.08M 0.34%
2,052
-481
91
$1.04M 0.32%
9,000
-2,300
92
$1.03M 0.32%
6,152
93
$986K 0.31%
5,717
94
$979K 0.31%
3,715
+20
95
$975K 0.3%
4,195
+100
96
$975K 0.3%
1,887
97
$966K 0.3%
50,971
-1,610
98
$941K 0.29%
+24,783
99
$930K 0.29%
9,337
-643
100
$925K 0.29%
12,711
2 3
4
5 6