EFMC

Empire Financial Management Company Portfolio holdings

AUM $442M
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.6M
3
+$4.34M
4
BAC icon
Bank of America
BAC
+$4.34M
5
CDXS icon
Codexis
CDXS
+$3.19M

Top Sells

1
+$2.15M
2
+$1.91M
3
+$1.77M
4
NVO
Novo Nordisk
NVO
+$1.43M
5
SNOW icon
Snowflake
SNOW
+$1.29M

Sector Composition

1 Technology 16.23%
2 Healthcare 14.12%
3 Financials 12.69%
4 Industrials 8.71%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.81M 0.41%
16,058
77
$1.8M 0.41%
4,178
+306
78
$1.79M 0.41%
13,613
+216
79
$1.75M 0.4%
26,098
+421
80
$1.68M 0.39%
21,943
+4,921
81
$1.67M 0.38%
5,552
-100
82
$1.62M 0.37%
22,002
+342
83
$1.59M 0.36%
11,341
+305
84
$1.58M 0.36%
+167,000
85
$1.58M 0.36%
2,366
-10
86
$1.55M 0.35%
+3,099
87
$1.46M 0.33%
27,381
+333
88
$1.44M 0.33%
90,037
+3,820
89
$1.44M 0.33%
18,018
90
$1.42M 0.33%
55,367
-774
91
$1.42M 0.33%
14,120
92
$1.42M 0.32%
2,920
+188
93
$1.39M 0.32%
20,868
+19
94
$1.33M 0.3%
40,389
+1,895
95
$1.32M 0.3%
10,636
+608
96
$1.32M 0.3%
45,895
+2,600
97
$1.31M 0.3%
36,091
+2,980
98
$1.3M 0.3%
13,667
99
$1.29M 0.29%
3,773
+79
100
$1.17M 0.27%
8,286
2 3
4
5 6