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
$255M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.97M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$1.28M
5
AMZN icon
Amazon
AMZN
+$927K

Top Sells

1
+$976K
2
+$741K
3
+$679K
4
BMY icon
Bristol-Myers Squibb
BMY
+$658K
5
GIS icon
General Mills
GIS
+$655K

Sector Composition

1 Technology 16.77%
2 Healthcare 14.06%
3 Financials 9.36%
4 Industrials 6.71%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$377K 0.15%
+1,880
152
$377K 0.15%
18,006
+914
153
$367K 0.14%
8,495
+2
154
$364K 0.14%
1,403
+15
155
$363K 0.14%
8,859
+68
156
$351K 0.14%
991
+18
157
$339K 0.13%
2,486
-130
158
$336K 0.13%
5,633
-2,500
159
$334K 0.13%
1,624
160
$329K 0.13%
19,000
-9,000
161
$322K 0.13%
14,779
+1,750
162
$312K 0.12%
5,057
163
$307K 0.12%
10,076
164
$302K 0.12%
1,654
165
$296K 0.12%
2,113
166
$291K 0.11%
10,734
167
$286K 0.11%
+7,407
168
$281K 0.11%
7,937
169
$280K 0.11%
+19,300
170
$280K 0.11%
+2,604
171
$271K 0.11%
+31,000
172
$269K 0.11%
3,655
+175
173
$263K 0.1%
107,000
-23,000
174
$262K 0.1%
5,000
175
$259K 0.1%
3,200
-200
5 6
7
8 9