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
$255M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.97M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$1.28M
5
AMZN icon
Amazon
AMZN
+$927K

Top Sells

1
+$976K
2
+$741K
3
+$679K
4
BMY icon
Bristol-Myers Squibb
BMY
+$658K
5
GIS icon
General Mills
GIS
+$655K

Sector Composition

1 Technology 16.77%
2 Healthcare 14.06%
3 Financials 9.36%
4 Industrials 6.71%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$638K 0.25%
6,844
+193
102
$635K 0.25%
4,668
+273
103
$634K 0.25%
5,245
+177
104
$634K 0.25%
3,838
105
$631K 0.25%
5,987
+521
106
$622K 0.24%
6,167
107
$608K 0.24%
1,146
+101
108
$607K 0.24%
7,475
-3,972
109
$607K 0.24%
7,684
-6,978
110
$593K 0.23%
1,979
+184
111
$588K 0.23%
2,392
112
$587K 0.23%
42,500
113
$580K 0.23%
6,042
114
$570K 0.22%
4,948
+203
115
$566K 0.22%
1,415
+78
116
$563K 0.22%
2,349
+57
117
$562K 0.22%
39,026
118
$558K 0.22%
5,950
119
$557K 0.22%
182,500
+8,500
120
$552K 0.22%
1,822
121
$542K 0.21%
1,270
+94
122
$541K 0.21%
2,395
123
$534K 0.21%
5,448
-1,711
124
$529K 0.21%
1,784
+170
125
$524K 0.21%
4,009
3 4
5
6 7