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
$324M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1M
3
+$878K
4
HON icon
Honeywell
HON
+$702K
5
NDIA icon
Global X India Active ETF
NDIA
+$673K

Top Sells

1
+$2.01M
2
+$1.43M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$991K
5
BF.B icon
Brown-Forman Class B
BF.B
+$941K

Sector Composition

1 Technology 16.29%
2 Healthcare 13.35%
3 Financials 12.23%
4 Industrials 6.86%
5 Utilities 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.43%
2,092
+246
77
$1.33M 0.41%
24,372
-199
78
$1.26M 0.39%
50,319
-652
79
$1.26M 0.39%
10,913
-449
80
$1.26M 0.39%
13,667
-3,366
81
$1.23M 0.38%
2,235
+183
82
$1.21M 0.38%
21,249
-822
83
$1.21M 0.37%
65,025
+1,500
84
$1.17M 0.36%
2,348
+218
85
$1.14M 0.35%
16,087
+1,325
86
$1.13M 0.35%
5,652
-500
87
$1.12M 0.35%
37,750
+1,130
88
$1.11M 0.34%
12,711
89
$1.1M 0.34%
38,846
-1,436
90
$1.09M 0.34%
35,490
-766
91
$1.08M 0.33%
50,727
+1,277
92
$980K 0.3%
3,596
-119
93
$954K 0.29%
9,337
94
$949K 0.29%
3,037
+112
95
$925K 0.29%
20,391
96
$902K 0.28%
1,887
97
$899K 0.28%
31,987
+23,960
98
$885K 0.27%
8,423
99
$882K 0.27%
12,000
-323
100
$878K 0.27%
+3,309
2 3
4
5 6