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
$303M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.37M
3
+$1.66M
4
NOC icon
Northrop Grumman
NOC
+$1.44M
5
CL icon
Colgate-Palmolive
CL
+$1.35M

Top Sells

1
+$4.12M
2
+$2.02M
3
+$1.11M
4
DG icon
Dollar General
DG
+$635K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$531K

Sector Composition

1 Technology 16.51%
2 Healthcare 13.67%
3 Financials 9.74%
4 Industrials 7.29%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$623K 0.21%
7,809
+125
127
$617K 0.2%
39,026
128
$616K 0.2%
6,538
-306
129
$614K 0.2%
1,822
130
$610K 0.2%
5,880
-70
131
$594K 0.2%
4,465
-212
132
$589K 0.19%
9,797
+1,070
133
$588K 0.19%
2,392
134
$576K 0.19%
11,565
+2,159
135
$563K 0.19%
3,446
136
$556K 0.18%
4,009
137
$552K 0.18%
6,042
138
$521K 0.17%
5,325
-123
139
$513K 0.17%
10,800
140
$495K 0.16%
4,677
-271
141
$484K 0.16%
13,126
-33
142
$464K 0.15%
955
-36
143
$462K 0.15%
7,950
-295
144
$454K 0.15%
+1,557
145
$454K 0.15%
9,000
146
$453K 0.15%
20,275
147
$451K 0.15%
30,450
+11,150
148
$447K 0.15%
2,387
-140
149
$446K 0.15%
2,515
-265
150
$443K 0.15%
1,286
+8
4 5
6
7 8