EFMC
Empire Financial Management Company Portfolio holdings
AUM $324M
AUM
$324M
AUM Growth
+$3.02M (+0.9%)
Cap. Flow
+$5.62M
Cap. Flow % of AUM
1.74%
Top 10 Holdings %Top 10 Hldgs %
24.85%
Holding
205
New
9
Increased
72
Reduced
64
Closed
8
Top Buys
| 1 | $2.22M | |
| 2 | $1M | |
| 3 | $878K | |
| 4 | $702K | |
| 5 | $673K |
Top Sells
| 1 | $2.01M | |
| 2 | $1.12M | |
| 3 | $991K | |
| 4 | $865K | |
| 5 | $708K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $866K | 0.27% | 14,546 -10,764 | -43% | -$641K | |||
| $864K | 0.27% | 12,541 +183 | +1% | +$12.6K | |||
| $860K | 0.27% | 9,797 -90 | -0.9% | -$7.9K | |||
| $853K | 0.26% | 4,133 -62 | -1% | -$12.8K | |||
| $850K | 0.26% | 6,167 | – | – | |||
| $843K | 0.26% | 1,888 +40 | +2% | +$17.9K | |||
| $837K | 0.26% | 81,775 +23,169 | +40% | +$237K | |||
| $820K | 0.25% | 10,982 | – | – | |||
| $817K | 0.25% | 7,475 | – | – | |||
| $799K | 0.25% | 5,717 | – | – | |||
| $794K | 0.25% | 11,703 | – | – | |||
| $794K | 0.25% | 295,000 +25,000 | +9% | +$67.3K | |||
| $790K | 0.24% | 6,767 +138 | +2% | +$16.1K | |||
| $787K | 0.24% | 7,050 | – | – | |||
| $728K | 0.23% | 770 -20 | -3% | -$18.9K | |||
| $707K | 0.22% | 3,758 | – | – | |||
| $689K | 0.21% | 150,000 +86,000 | +134% | +$395K | |||
| $685K | 0.21% | 2,185 -6 | -0.3% | -$1.88K | |||
| $684K | 0.21% | 7,500 -1,500 | -17% | -$137K | |||
| $664K | 0.21% | 4,545 +225 | +5% | +$32.9K | |||
| $631K | 0.2% | 4,009 -49 | -1% | -$7.71K | |||
| $622K | 0.19% | 2,716 +126 | +5% | +$28.9K | |||
| $622K | 0.19% | 10,400 -100 | -1% | -$5.98K | |||
| $611K | 0.19% | 6,535 | – | – | |||
| $593K | 0.18% | 6,042 | – | – |
