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
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.09M
3
+$7.62M
4
JPM icon
JPMorgan Chase
JPM
+$5.41M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.69%
2 Healthcare 14.11%
3 Consumer Staples 9.72%
4 Financials 9.03%
5 Utilities 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$467K 0.19%
+14,731
127
$467K 0.19%
+8,491
128
$466K 0.19%
+6,167
129
$462K 0.19%
+9,396
130
$428K 0.17%
+8,560
131
$426K 0.17%
+2,192
132
$424K 0.17%
+8,465
133
$420K 0.17%
+3,023
134
$417K 0.17%
+10,800
135
$415K 0.17%
+5,455
136
$413K 0.17%
+1,657
137
$403K 0.16%
+1,047
138
$401K 0.16%
+3,708
139
$397K 0.16%
+6,775
140
$396K 0.16%
+5,057
141
$389K 0.16%
+3,008
142
$382K 0.16%
+4,600
143
$376K 0.15%
+1,034
144
$373K 0.15%
+1,507
145
$364K 0.15%
+770
146
$359K 0.15%
+3,690
147
$356K 0.15%
+17,745
148
$355K 0.14%
+8,750
149
$352K 0.14%
+85,000
150
$349K 0.14%
+5,040
4 5
6
7 8