EFMC

Empire Financial Management Company Portfolio holdings

AUM $460M
1-Year Est. Return 27.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.78M
3
+$1.42M
4
NVO icon
Novo Nordisk
NVO
+$1.41M
5
SLV icon
iShares Silver Trust
SLV
+$1.03M

Top Sells

1
+$2.48M
2
+$2.05M
3
+$1.82M
4
MA icon
Mastercard
MA
+$1.23M
5
NEE icon
NextEra Energy
NEE
+$476K

Sector Composition

1 Technology 17.45%
2 Financials 12.44%
3 Healthcare 12.35%
4 Industrials 8.14%
5 Utilities 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$943K 0.27%
12,399
-142
102
$941K 0.27%
9,345
+8
103
$926K 0.27%
3,168
+131
104
$920K 0.27%
195,000
+45,000
105
$920K 0.27%
7,500
106
$890K 0.26%
12,930
107
$877K 0.25%
20,263
-128
108
$870K 0.25%
8,897
-900
109
$855K 0.25%
5,717
110
$839K 0.24%
12,000
111
$824K 0.24%
123,980
+73,980
112
$814K 0.23%
1,538
113
$796K 0.23%
1,719
-169
114
$789K 0.23%
11,703
115
$776K 0.22%
7,475
116
$762K 0.22%
770
117
$757K 0.22%
7,050
118
$756K 0.22%
8,423
119
$753K 0.22%
26,247
120
$742K 0.21%
1,352
-535
121
$736K 0.21%
2,248
+63
122
$735K 0.21%
996
-1
123
$720K 0.21%
295,000
124
$709K 0.2%
3,652
-106
125
$696K 0.2%
21,230
+7,469
3 4
5
6 7