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
$302M
AUM Growth
-$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.77M
3
+$942K
4
IBM icon
IBM
IBM
+$739K
5
HPQ icon
HP
HPQ
+$704K

Top Sells

1
+$3.48M
2
+$2.19M
3
+$1.32M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$1.28M
5
GSK icon
GSK
GSK
+$866K

Sector Composition

1 Technology 17.66%
2 Healthcare 13.69%
3 Financials 9.73%
4 Industrials 6.86%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$610K 0.2%
+12,454
127
$606K 0.2%
6,167
128
$604K 0.2%
4,800
129
$585K 0.19%
2,504
+978
130
$581K 0.19%
6,370
-1,100
131
$577K 0.19%
+2,915
132
$544K 0.18%
11,000
+3,000
133
$541K 0.18%
2,392
134
$535K 0.18%
1,061
+106
135
$531K 0.18%
4,009
136
$524K 0.17%
+3,800
137
$522K 0.17%
+3,779
138
$518K 0.17%
10,800
139
$517K 0.17%
1,783
+350
140
$516K 0.17%
1,380
+94
141
$512K 0.17%
36,026
-3,000
142
$508K 0.17%
3,711
-754
143
$495K 0.16%
+13,796
144
$487K 0.16%
3,446
145
$484K 0.16%
2,640
146
$470K 0.16%
6,042
147
$465K 0.15%
2,387
148
$458K 0.15%
9,000
149
$437K 0.14%
20,275
150
$431K 0.14%
5,398
+73
4 5
6
7 8