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
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.09M
3
+$7.62M
4
JPM icon
JPMorgan Chase
JPM
+$5.41M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.69%
2 Healthcare 14.11%
3 Consumer Staples 9.72%
4 Financials 9.03%
5 Utilities 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$349K 0.14%
+10,000
152
$344K 0.14%
+1,620
153
$332K 0.14%
+9,589
154
$328K 0.13%
+8,985
155
$324K 0.13%
+1,451
156
$317K 0.13%
+1,388
157
$315K 0.13%
+1,000
158
$306K 0.12%
+22,255
159
$304K 0.12%
+9,299
160
$303K 0.12%
+8,250
161
$301K 0.12%
+7,937
162
$301K 0.12%
+873
163
$299K 0.12%
+31,600
164
$298K 0.12%
+10,734
165
$291K 0.12%
+2,177
166
$291K 0.12%
+1,374
167
$291K 0.12%
+1,853
168
$278K 0.11%
+10,164
169
$273K 0.11%
+3,858
170
$272K 0.11%
+5,243
171
$272K 0.11%
+20,275
172
$272K 0.11%
+5,679
173
$270K 0.11%
+55,000
174
$268K 0.11%
+12,101
175
$267K 0.11%
+2,384
4 5 6
7
8