EFMC

Empire Financial Management Company Portfolio holdings

AUM $347M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$602K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$597K

Top Sells

1
+$3.6M
2
+$1.48M
3
+$1.45M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.44M
5
AMZN icon
Amazon
AMZN
+$1.17M

Sector Composition

1 Technology 16.13%
2 Healthcare 13.98%
3 Financials 8.93%
4 Consumer Staples 7.56%
5 Utilities 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$466K 0.2%
1,176
+26
127
$465K 0.2%
4,395
+440
128
$460K 0.2%
181
+4
129
$456K 0.2%
10,800
130
$437K 0.19%
4,745
+2,477
131
$436K 0.19%
9,000
132
$431K 0.19%
12,826
133
$425K 0.19%
+1,614
134
$425K 0.19%
10,035
+150
135
$420K 0.18%
39,026
136
$418K 0.18%
3,476
137
$398K 0.17%
1,541
+21
138
$385K 0.17%
1,414
-185
139
$380K 0.17%
+4,310
140
$376K 0.16%
7,599
+100
141
$365K 0.16%
999
+22
142
$365K 0.16%
724
-91
143
$353K 0.15%
2,527
-100
144
$351K 0.15%
130,000
145
$349K 0.15%
8,493
+1
146
$338K 0.15%
20,275
147
$337K 0.15%
2,616
-358
148
$336K 0.15%
47,500
+5,000
149
$333K 0.15%
9,364
150
$333K 0.15%
17,092
4 5
6
7 8