EFMC

Empire Financial Management Company Portfolio holdings

AUM $442M
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.6M
3
+$4.34M
4
BAC icon
Bank of America
BAC
+$4.34M
5
CDXS icon
Codexis
CDXS
+$3.19M

Top Sells

1
+$2.15M
2
+$1.91M
3
+$1.77M
4
NVO
Novo Nordisk
NVO
+$1.43M
5
SNOW icon
Snowflake
SNOW
+$1.29M

Sector Composition

1 Technology 16.23%
2 Healthcare 14.12%
3 Financials 12.69%
4 Industrials 8.71%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.15M 0.26%
6,717
+1,000
102
$1.15M 0.26%
40,596
103
$1.14M 0.26%
52,413
+480
104
$1.09M 0.25%
6,879
-83
105
$1.05M 0.24%
56,421
+40,700
106
$1.04M 0.24%
3,848
+226
107
$1.01M 0.23%
+3,261
108
$994K 0.23%
12,399
109
$990K 0.23%
17,226
-785
110
$976K 0.22%
3,212
+44
111
$968K 0.22%
6,167
112
$965K 0.22%
18,728
+38
113
$940K 0.22%
2,225
-23
114
$921K 0.21%
12,000
115
$917K 0.21%
8,897
116
$885K 0.2%
20,138
-125
117
$884K 0.2%
1,438
-100
118
$862K 0.2%
12,930
119
$856K 0.2%
26,247
120
$852K 0.2%
1,352
121
$841K 0.19%
7,475
122
$833K 0.19%
1,669
-50
123
$797K 0.18%
8,423
124
$772K 0.18%
61,306
+40,201
125
$763K 0.17%
9,711
-3,000
3 4
5
6 7