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
$255M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.97M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$1.28M
5
AMZN icon
Amazon
AMZN
+$927K

Top Sells

1
+$976K
2
+$741K
3
+$679K
4
BMY icon
Bristol-Myers Squibb
BMY
+$658K
5
GIS icon
General Mills
GIS
+$655K

Sector Composition

1 Technology 16.77%
2 Healthcare 14.06%
3 Financials 9.36%
4 Industrials 6.71%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$517K 0.2%
10,348
127
$505K 0.2%
2,706
-3,444
128
$504K 0.2%
195
+14
129
$495K 0.19%
10,506
+471
130
$492K 0.19%
+18,000
131
$487K 0.19%
13,159
+333
132
$480K 0.19%
70,350
+10,350
133
$471K 0.18%
9,364
134
$470K 0.18%
9,406
135
$466K 0.18%
4,987
+677
136
$462K 0.18%
9,000
137
$459K 0.18%
10,800
138
$459K 0.18%
3,446
-30
139
$459K 0.18%
8,727
-600
140
$444K 0.17%
8,245
+646
141
$440K 0.17%
73,500
+26,000
142
$416K 0.16%
5,384
+1,000
143
$408K 0.16%
8,000
+2,500
144
$397K 0.16%
1,278
-136
145
$396K 0.16%
2,527
146
$396K 0.16%
2,780
-60
147
$396K 0.15%
+26,400
148
$396K 0.15%
27,721
-16,500
149
$391K 0.15%
20,275
150
$384K 0.15%
1,575
+34
4 5
6
7 8