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
$321M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.8M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.43M
5
AOS icon
A.O. Smith
AOS
+$1.36M

Top Sells

1
+$2.79M
2
+$2.01M
3
+$1.56M
4
HII icon
Huntington Ingalls Industries
HII
+$1.21M
5
JBL icon
Jabil
JBL
+$1.16M

Sector Composition

1 Technology 17.28%
2 Healthcare 12.54%
3 Financials 12.15%
4 Industrials 6.63%
5 Utilities 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$642K 0.2%
7,125
-12,882
127
$638K 0.2%
19,759
+233
128
$630K 0.2%
5,468
-215
129
$607K 0.19%
+58,606
130
$592K 0.18%
1,011
-25
131
$589K 0.18%
10,500
-500
132
$588K 0.18%
2,590
+101
133
$584K 0.18%
1,422
+42
134
$573K 0.18%
4,800
135
$560K 0.17%
6,535
+165
136
$551K 0.17%
6,042
137
$545K 0.17%
2,392
138
$544K 0.17%
4,058
+49
139
$536K 0.17%
2,812
+172
140
$532K 0.17%
9,000
141
$522K 0.16%
10,481
-8,912
142
$520K 0.16%
1,567
-4,684
143
$520K 0.16%
10,800
144
$506K 0.16%
1,538
145
$493K 0.15%
15,098
146
$486K 0.15%
9,385
+2,044
147
$481K 0.15%
20,275
148
$453K 0.14%
2,188
-100
149
$446K 0.14%
26,026
-10,000
150
$445K 0.14%
13,920
+155
4 5
6
7 8