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
$325M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.03M
3
+$985K
4
DELL icon
Dell
DELL
+$889K
5
PRU icon
Prudential Financial
PRU
+$854K

Top Sells

1
+$1.28M
2
+$1.12M
3
+$1.09M
4
SJM icon
J.M. Smucker
SJM
+$1.07M
5
PEP icon
PepsiCo
PEP
+$996K

Sector Composition

1 Technology 16.73%
2 Healthcare 13.3%
3 Financials 10.43%
4 Industrials 7.42%
5 Utilities 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$924K 0.28%
4,095
-61
102
$923K 0.28%
16,889
103
$916K 0.28%
20,391
-65
104
$914K 0.28%
17,180
-347
105
$887K 0.27%
8,423
106
$886K 0.27%
2,907
-904
107
$876K 0.27%
5,717
-1,370
108
$875K 0.27%
12,358
109
$874K 0.27%
6,230
+332
110
$862K 0.27%
11,703
-4,634
111
$858K 0.26%
38,996
-1,437
112
$854K 0.26%
+7,050
113
$818K 0.25%
+19,000
114
$791K 0.24%
9,797
115
$789K 0.24%
2,735
116
$782K 0.24%
13,776
-24
117
$775K 0.24%
10,500
-2,000
118
$767K 0.24%
7,475
119
$723K 0.22%
2,234
-54
120
$721K 0.22%
18,400
-5,900
121
$713K 0.22%
3,758
122
$694K 0.21%
6,662
-187
123
$687K 0.21%
222,952
+10,000
124
$683K 0.21%
11,000
125
$682K 0.21%
6,167
3 4
5
6 7