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
$251M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.62M
3
+$1.16M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.06M

Top Sells

1
+$1.95M
2
+$1.77M
3
+$1.38M
4
PEP icon
PepsiCo
PEP
+$1.23M
5
HII icon
Huntington Ingalls Industries
HII
+$1.08M

Sector Composition

1 Technology 17.06%
2 Healthcare 14.96%
3 Financials 8.91%
4 Consumer Staples 8.13%
5 Utilities 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$455K 0.18%
12,826
-2,000
127
$452K 0.18%
1,599
-58
128
$452K 0.18%
1,150
+116
129
$449K 0.18%
130,000
-5,000
130
$441K 0.18%
177
-50
131
$428K 0.17%
2,220
+28
132
$423K 0.17%
10,800
133
$412K 0.16%
8,234
-231
134
$401K 0.16%
1,520
+13
135
$395K 0.16%
2,974
-34
136
$395K 0.16%
+8,156
137
$393K 0.16%
+9,885
138
$392K 0.16%
815
+45
139
$392K 0.16%
977
+104
140
$388K 0.15%
8,492
+1
141
$386K 0.15%
7,499
-1,061
142
$383K 0.15%
5,455
143
$382K 0.15%
1,795
+344
144
$379K 0.15%
2,627
-396
145
$361K 0.14%
39,026
-172
146
$360K 0.14%
10,000
147
$359K 0.14%
5,057
148
$356K 0.14%
+4,384
149
$353K 0.14%
+10,076
150
$353K 0.14%
126,000
+41,000
4 5
6
7 8