EFMC

Empire Financial Management Company Portfolio holdings

AUM $442M
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.6M
3
+$4.34M
4
BAC icon
Bank of America
BAC
+$4.34M
5
CDXS icon
Codexis
CDXS
+$3.19M

Top Sells

1
+$2.15M
2
+$1.91M
3
+$1.77M
4
NVO
Novo Nordisk
NVO
+$1.43M
5
SNOW icon
Snowflake
SNOW
+$1.29M

Sector Composition

1 Technology 16.23%
2 Healthcare 14.12%
3 Financials 12.69%
4 Industrials 8.71%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$745K 0.17%
1,014
+18
127
$733K 0.17%
3,602
-50
128
$731K 0.17%
7,050
129
$731K 0.17%
11,703
130
$725K 0.17%
9,066
+114
131
$713K 0.16%
770
132
$695K 0.16%
5,337
133
$693K 0.16%
19,526
134
$650K 0.15%
13,079
+1,185
135
$630K 0.14%
21,494
+264
136
$616K 0.14%
3,290
+53
137
$609K 0.14%
4,009
138
$609K 0.14%
1,000
139
$607K 0.14%
9,000
140
$603K 0.14%
13,966
141
$587K 0.13%
1,567
142
$585K 0.13%
2,404
-8
143
$584K 0.13%
13,070
-800
144
$584K 0.13%
4,984
-340
145
$575K 0.13%
20,275
146
$568K 0.13%
4,176
-40
147
$565K 0.13%
2,392
148
$543K 0.12%
7,198
149
$530K 0.12%
11,208
150
$524K 0.12%
10,400
4 5
6
7 8