EFMC
Empire Financial Management Company Portfolio holdings
AUM $324M
AUM
$324M
AUM Growth
+$3.02M (+0.9%)
Cap. Flow
+$5.62M
Cap. Flow % of AUM
1.74%
Top 10 Holdings %Top 10 Hldgs %
24.85%
Holding
205
New
9
Increased
72
Reduced
64
Closed
8
Top Buys
| 1 | $2.22M | |
| 2 | $1M | |
| 3 | $878K | |
| 4 | $702K | |
| 5 | $673K |
Top Sells
| 1 | $2.01M | |
| 2 | $1.12M | |
| 3 | $991K | |
| 4 | $865K | |
| 5 | $708K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $592K | 0.18% | 11,931 +1,450 | +14% | +$72K | |||
| $590K | 0.18% | 5,357 -111 | -2% | -$12.2K | |||
| $579K | 0.18% | 9,000 | – | – | |||
| $575K | 0.18% | 19,526 -233 | -1% | -$6.86K | |||
| $575K | 0.18% | 997 -14 | -1% | -$8.07K | |||
| $565K | 0.17% | 2,392 | – | – | |||
| $562K | 0.17% | 11,383 +5,000 | +78% | +$247K | |||
| $561K | 0.17% | 10,800 | – | – | |||
| $550K | 0.17% | 17,000 | New | +$550K | |||
| $541K | 0.17% | 13,966 -7,500 | -35% | -$291K | |||
| $539K | 0.17% | 4,366 +795 | +22% | +$98.2K | |||
| $539K | 0.17% | 1,492 -155 | -9% | -$56K | |||
| $533K | 0.16% | 10,286 +901 | +10% | +$46.7K | |||
| $525K | 0.16% | 4,800 | – | – | |||
| $517K | 0.16% | 1,010 -1,382 | -58% | -$708K | |||
| $505K | 0.16% | 6,225 -900 | -13% | -$73K | |||
| $502K | 0.16% | 20,275 | – | – | |||
| $499K | 0.15% | 1,345 -77 | -5% | -$28.6K | |||
| $480K | 0.15% | 13,761 -159 | -1% | -$5.54K | |||
| $476K | 0.15% | 6,719 -28,367 | -81% | -$2.01M | |||
| $470K | 0.15% | 1,538 | – | – | |||
| $452K | 0.14% | 8,054 | – | – | |||
| $426K | 0.13% | 1,567 | – | – | |||
| $423K | 0.13% | 23,500 +11,500 | +96% | +$207K | |||
| $422K | 0.13% | 2,088 -100 | -5% | -$20.2K |
