EFMC

Empire Financial Management Company Portfolio holdings

AUM $460M
1-Year Est. Return 27.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.78M
3
+$1.42M
4
NVO icon
Novo Nordisk
NVO
+$1.41M
5
SLV icon
iShares Silver Trust
SLV
+$1.03M

Top Sells

1
+$2.48M
2
+$2.05M
3
+$1.82M
4
MA icon
Mastercard
MA
+$1.23M
5
NEE icon
NextEra Energy
NEE
+$476K

Sector Composition

1 Technology 17.45%
2 Financials 12.44%
3 Healthcare 12.35%
4 Industrials 8.14%
5 Utilities 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.41%
27,048
-704
77
$1.43M 0.41%
+56,141
78
$1.42M 0.41%
21,660
+139
79
$1.42M 0.41%
14,120
+400
80
$1.41M 0.41%
4,523
-19
81
$1.34M 0.39%
20,849
-400
82
$1.33M 0.38%
43,295
+11,308
83
$1.29M 0.37%
38,494
+744
84
$1.29M 0.37%
5,751
+1,206
85
$1.26M 0.36%
13,667
86
$1.25M 0.36%
17,022
+935
87
$1.19M 0.34%
10,028
-885
88
$1.18M 0.34%
86,217
+4,442
89
$1.17M 0.34%
40,596
+1,750
90
$1.16M 0.34%
33,111
-2,379
91
$1.15M 0.33%
63,525
-1,500
92
$1.11M 0.32%
2,732
+384
93
$1.09M 0.31%
12,711
94
$1.08M 0.31%
51,933
+1,206
95
$1.08M 0.31%
3,694
+98
96
$1.05M 0.3%
8,286
+20
97
$1.04M 0.3%
6,167
98
$998K 0.29%
3,622
+313
99
$992K 0.29%
18,011
-6,361
100
$981K 0.28%
6,962
+195
2 3
4
5 6