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
$321M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.8M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.43M
5
AOS icon
A.O. Smith
AOS
+$1.36M

Top Sells

1
+$2.79M
2
+$2.01M
3
+$1.56M
4
HII icon
Huntington Ingalls Industries
HII
+$1.21M
5
JBL icon
Jabil
JBL
+$1.16M

Sector Composition

1 Technology 17.28%
2 Healthcare 12.54%
3 Financials 12.15%
4 Industrials 6.63%
5 Utilities 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$917K 0.29%
40,282
+1,286
102
$898K 0.28%
1,848
-5,745
103
$893K 0.28%
9,887
+90
104
$885K 0.28%
5,000
+1,300
105
$864K 0.27%
14,762
+986
106
$848K 0.26%
2,925
+18
107
$837K 0.26%
26,247
-23,063
108
$836K 0.26%
7,050
109
$835K 0.26%
8,423
110
$833K 0.26%
6,629
-33
111
$815K 0.25%
20,391
112
$812K 0.25%
7,409
+829
113
$807K 0.25%
12,323
+323
114
$803K 0.25%
+2,770
115
$797K 0.25%
12,358
116
$764K 0.24%
2,191
-43
117
$729K 0.23%
6,167
118
$726K 0.23%
21,466
+5,754
119
$724K 0.23%
790
+250
120
$699K 0.22%
11,703
121
$696K 0.22%
3,758
122
$689K 0.22%
7,475
123
$670K 0.21%
10,500
124
$667K 0.21%
+4,320
125
$661K 0.21%
1,647
-100
3 4
5
6 7