EFMC

Empire Financial Management Company Portfolio holdings

AUM $460M
1-Year Est. Return 27.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.78M
3
+$1.42M
4
NVO icon
Novo Nordisk
NVO
+$1.41M
5
SLV icon
iShares Silver Trust
SLV
+$1.03M

Top Sells

1
+$2.48M
2
+$2.05M
3
+$1.82M
4
MA icon
Mastercard
MA
+$1.23M
5
NEE icon
NextEra Energy
NEE
+$476K

Sector Composition

1 Technology 17.45%
2 Financials 12.44%
3 Healthcare 12.35%
4 Industrials 8.14%
5 Utilities 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$654K 0.19%
1,492
+147
127
$648K 0.19%
5,337
-20
128
$637K 0.18%
19,526
129
$594K 0.17%
4,009
130
$592K 0.17%
11,894
-37
131
$588K 0.17%
13,870
+800
132
$565K 0.16%
1,331
-161
133
$564K 0.16%
20,275
134
$560K 0.16%
1,567
135
$558K 0.16%
3,237
+521
136
$556K 0.16%
10,715
+429
137
$554K 0.16%
6,042
138
$550K 0.16%
2,392
139
$544K 0.16%
9,000
140
$539K 0.16%
10,400
141
$536K 0.15%
13,966
142
$528K 0.15%
10,800
143
$503K 0.15%
4,216
-150
144
$500K 0.14%
1,000
-10
145
$497K 0.14%
7,198
+1,957
146
$479K 0.14%
5,775
-450
147
$471K 0.14%
11,208
-175
148
$455K 0.13%
8,054
149
$453K 0.13%
26,026
150
$442K 0.13%
1,838
-250
4 5
6
7 8