EFMC
Empire Financial Management Company Portfolio holdings
AUM $324M
AUM
$324M
AUM Growth
+$3.02M (+0.9%)
Cap. Flow
+$5.62M
Cap. Flow % of AUM
1.74%
Top 10 Holdings %Top 10 Hldgs %
24.85%
Holding
205
New
9
Increased
72
Reduced
64
Closed
8
Top Buys
| 1 | $2.22M | |
| 2 | $1M | |
| 3 | $878K | |
| 4 | $702K | |
| 5 | $673K |
Top Sells
| 1 | $2.01M | |
| 2 | $1.12M | |
| 3 | $991K | |
| 4 | $865K | |
| 5 | $708K |
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.23% |
| 4 | Industrials | 6.86% |
| 5 | Utilities | 6.18% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $422K | 0.13% | 13,606 | – | – | |||
| $419K | 0.13% | 3,265 -6,746 | -67% | -$865K | |||
| $418K | 0.13% | 15,098 | – | – | |||
| $416K | 0.13% | 26,026 | – | – | |||
| $396K | 0.12% | 3,727 -3,682 | -50% | -$391K | |||
| $394K | 0.12% | 6,382 -127 | -2% | -$7.85K | |||
| $394K | 0.12% | 1,624 | – | – | |||
| $388K | 0.12% | 10,734 | – | – | |||
| $377K | 0.12% | 2,412 -400 | -14% | -$62.5K | |||
| $372K | 0.12% | 2,548 -58 | -2% | -$8.47K | |||
| $362K | 0.11% | 5,940 | – | – | |||
| $359K | 0.11% | 184 -18 | -9% | -$35.1K | |||
| $356K | 0.11% | 30,000 | New | +$356K | |||
| $355K | 0.11% | 5,241 | – | – | |||
| $339K | 0.1% | 8,501 +1 | +0% | +$40 | |||
| $326K | 0.1% | 50,000 +18,500 | +59% | +$120K | |||
| $318K | 0.1% | 10,200 | New | +$318K | |||
| $302K | 0.09% | 12,113 | New | +$302K | |||
| $297K | 0.09% | 10,623 +1,269 | +14% | +$35.5K | |||
| $296K | 0.09% | 10,077 | – | – | |||
| $292K | 0.09% | 16,721 | – | – | |||
| $291K | 0.09% | 2,600 | – | – | |||
| $290K | 0.09% | 2,001 | – | – | |||
| $286K | 0.09% | 2,100 -300 | -13% | -$40.8K | |||
| $284K | 0.09% | 4,604 -28 | -0.6% | -$1.73K |
