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
$302M
AUM Growth
-$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.77M
3
+$942K
4
IBM icon
IBM
IBM
+$739K
5
HPQ icon
HP
HPQ
+$704K

Top Sells

1
+$3.48M
2
+$2.19M
3
+$1.32M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$1.28M
5
GSK icon
GSK
GSK
+$866K

Sector Composition

1 Technology 17.66%
2 Healthcare 13.69%
3 Financials 9.73%
4 Industrials 6.86%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$890K 0.29%
32,787
-2,320
102
$884K 0.29%
1,040
-140
103
$877K 0.29%
7,087
104
$868K 0.29%
2,627
+255
105
$844K 0.28%
20,456
-2,112
106
$833K 0.28%
17,527
-1,103
107
$811K 0.27%
12,358
+368
108
$791K 0.26%
12,500
109
$773K 0.26%
40,433
+1,437
110
$744K 0.25%
5,898
+84
111
$732K 0.24%
3,102
-39
112
$723K 0.24%
13,800
+1,636
113
$704K 0.23%
+20,098
114
$698K 0.23%
2,735
+100
115
$666K 0.22%
6,849
+311
116
$663K 0.22%
9,797
117
$663K 0.22%
13,325
+1,760
118
$660K 0.22%
212,952
+25,000
119
$656K 0.22%
7,475
120
$656K 0.22%
3,758
-80
121
$653K 0.22%
19,526
122
$649K 0.21%
23,650
+800
123
$637K 0.21%
1,747
-75
124
$634K 0.21%
2,288
+75
125
$626K 0.21%
5,856
-24
3 4
5
6 7