EFMC

Empire Financial Management Company Portfolio holdings

AUM $347M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$602K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$597K

Top Sells

1
+$3.6M
2
+$1.48M
3
+$1.45M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.44M
5
AMZN icon
Amazon
AMZN
+$1.17M

Sector Composition

1 Technology 16.13%
2 Healthcare 13.98%
3 Financials 8.93%
4 Consumer Staples 7.56%
5 Utilities 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$589K 0.26%
9,711
102
$586K 0.26%
38,996
103
$583K 0.25%
3,838
104
$579K 0.25%
5,466
+114
105
$559K 0.24%
4,590
-249
106
$552K 0.24%
6,042
107
$550K 0.24%
33,197
108
$543K 0.24%
+6,651
109
$540K 0.24%
+917
110
$535K 0.23%
6,167
111
$529K 0.23%
1,045
+32
112
$528K 0.23%
8,133
+2,500
113
$524K 0.23%
2,292
-81
114
$513K 0.22%
1,795
+43
115
$505K 0.22%
1,337
+30
116
$501K 0.22%
5,950
-71
117
$501K 0.22%
4,009
118
$499K 0.22%
2,395
+175
119
$497K 0.22%
9,327
-69
120
$487K 0.21%
2,392
121
$486K 0.21%
10,348
+2,192
122
$485K 0.21%
1,822
123
$483K 0.21%
10,500
-5,000
124
$470K 0.2%
28,000
-210
125
$469K 0.2%
9,406
+1,172
3 4
5
6 7