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
$324M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1M
3
+$878K
4
HON icon
Honeywell
HON
+$702K
5
NDIA icon
Global X India Active ETF
NDIA
+$673K

Top Sells

1
+$2.01M
2
+$1.43M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$991K
5
BF.B icon
Brown-Forman Class B
BF.B
+$941K

Sector Composition

1 Technology 16.29%
2 Healthcare 13.35%
3 Financials 12.23%
4 Industrials 6.86%
5 Utilities 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$866K 0.27%
12,930
-9,568
102
$864K 0.27%
12,541
+183
103
$860K 0.27%
9,797
-90
104
$853K 0.26%
8,266
-124
105
$850K 0.26%
6,167
106
$843K 0.26%
1,888
+40
107
$837K 0.26%
81,775
+23,169
108
$820K 0.25%
26,247
109
$817K 0.25%
7,475
110
$799K 0.25%
5,717
111
$794K 0.25%
11,703
112
$794K 0.25%
295,000
+25,000
113
$790K 0.24%
6,767
+138
114
$787K 0.24%
7,050
115
$728K 0.23%
770
-20
116
$707K 0.22%
3,758
117
$689K 0.21%
150,000
+86,000
118
$685K 0.21%
2,185
-6
119
$684K 0.21%
7,500
-1,500
120
$664K 0.21%
4,545
+225
121
$631K 0.2%
4,009
-49
122
$622K 0.19%
2,716
+126
123
$622K 0.19%
10,400
-100
124
$611K 0.19%
13,070
125
$593K 0.18%
6,042
3 4
5
6 7