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
$251M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.62M
3
+$1.16M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.06M

Top Sells

1
+$1.95M
2
+$1.77M
3
+$1.38M
4
PEP icon
PepsiCo
PEP
+$1.23M
5
HII icon
Huntington Ingalls Industries
HII
+$1.08M

Sector Composition

1 Technology 17.06%
2 Healthcare 14.96%
3 Financials 8.91%
4 Consumer Staples 8.13%
5 Utilities 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$349K 0.14%
+16,234
152
$343K 0.14%
17,092
-653
153
$342K 0.14%
1,620
154
$339K 0.13%
8,869
-720
155
$336K 0.13%
23,955
+1,700
156
$332K 0.13%
3,476
-14,422
157
$331K 0.13%
+5,633
158
$320K 0.13%
20,275
159
$318K 0.13%
8,250
160
$314K 0.13%
1,095
-279
161
$313K 0.12%
9,364
+65
162
$307K 0.12%
33,600
+2,000
163
$304K 0.12%
14,529
+2,428
164
$301K 0.12%
3,370
-10,106
165
$299K 0.12%
42,500
+12,500
166
$299K 0.12%
1,388
167
$289K 0.12%
8,985
168
$285K 0.11%
+1,000
169
$284K 0.11%
10,734
170
$283K 0.11%
3,000
171
$280K 0.11%
7,937
172
$279K 0.11%
1,654
-199
173
$275K 0.11%
10,164
174
$269K 0.11%
1,624
175
$262K 0.1%
3,400
-1,200
5 6
7
8 9