EFMC

Empire Financial Management Company Portfolio holdings

AUM $347M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$602K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$597K

Top Sells

1
+$3.6M
2
+$1.48M
3
+$1.45M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.44M
5
AMZN icon
Amazon
AMZN
+$1.17M

Sector Composition

1 Technology 16.13%
2 Healthcare 13.98%
3 Financials 8.93%
4 Consumer Staples 7.56%
5 Utilities 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$329K 0.14%
174,000
+48,000
152
$325K 0.14%
15,192
-1,042
153
$324K 0.14%
8,791
-78
154
$319K 0.14%
1,557
-1,999
155
$314K 0.14%
2,840
-4,980
156
$311K 0.14%
1,620
157
$307K 0.13%
7,937
158
$307K 0.13%
10,076
159
$307K 0.13%
1,388
160
$300K 0.13%
60,000
+26,400
161
$298K 0.13%
4,384
162
$294K 0.13%
5,057
163
$292K 0.13%
973
-122
164
$291K 0.13%
1,624
165
$269K 0.12%
1,654
166
$265K 0.12%
13,029
-1,500
167
$264K 0.11%
8,000
-250
168
$257K 0.11%
1,000
169
$255K 0.11%
3,400
170
$254K 0.11%
6,822
+822
171
$253K 0.11%
10,734
172
$248K 0.11%
10,164
173
$243K 0.11%
+20,000
174
$241K 0.11%
3,232
175
$238K 0.1%
3,955
-1,500
4 5 6
7
8