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
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.09M
3
+$7.62M
4
JPM icon
JPMorgan Chase
JPM
+$5.41M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.69%
2 Healthcare 14.11%
3 Consumer Staples 9.72%
4 Financials 9.03%
5 Utilities 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$600K 0.24%
+6,452
102
$588K 0.24%
+1,425
103
$585K 0.24%
+16,452
104
$582K 0.24%
+6,604
105
$581K 0.24%
+33,197
106
$576K 0.23%
+19,226
107
$573K 0.23%
+14,826
108
$573K 0.23%
+16,310
109
$570K 0.23%
+135,000
110
$567K 0.23%
+45,500
111
$558K 0.23%
+227
112
$543K 0.22%
+47,221
113
$532K 0.22%
+923
114
$530K 0.22%
+4,009
115
$519K 0.21%
+4,526
116
$493K 0.2%
+6,066
117
$491K 0.2%
+39,198
118
$489K 0.2%
+9,711
119
$484K 0.2%
+28,210
120
$481K 0.2%
+2,392
121
$481K 0.2%
+8,804
122
$481K 0.2%
+9,000
123
$474K 0.19%
+1,939
124
$470K 0.19%
+3,500
125
$467K 0.19%
+28,500
3 4
5
6 7