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
$325M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.03M
3
+$985K
4
DELL icon
Dell
DELL
+$889K
5
PRU icon
Prudential Financial
PRU
+$854K

Top Sells

1
+$1.28M
2
+$1.12M
3
+$1.09M
4
SJM icon
J.M. Smucker
SJM
+$1.07M
5
PEP icon
PepsiCo
PEP
+$996K

Sector Composition

1 Technology 16.73%
2 Healthcare 13.3%
3 Financials 10.43%
4 Industrials 7.42%
5 Utilities 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$674K 0.21%
19,526
127
$656K 0.2%
1,747
128
$642K 0.2%
15,712
-8,000
129
$642K 0.2%
5,683
-173
130
$636K 0.2%
4,800
131
$627K 0.19%
3,102
132
$603K 0.19%
36,026
133
$600K 0.18%
2,489
-15
134
$593K 0.18%
1,036
-25
135
$590K 0.18%
2,392
136
$589K 0.18%
6,042
137
$584K 0.18%
5,301
-97
138
$563K 0.17%
3,700
+2,530
139
$560K 0.17%
4,009
140
$559K 0.17%
6,370
141
$546K 0.17%
9,000
142
$545K 0.17%
3,829
+50
143
$542K 0.17%
15,098
-5,000
144
$530K 0.16%
1,380
145
$519K 0.16%
20,275
146
$509K 0.16%
10,800
147
$489K 0.15%
8,454
-4,000
148
$486K 0.15%
37,500
+18,750
149
$485K 0.15%
13,765
-31
150
$479K 0.15%
540
-500
4 5
6
7 8