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
$302M
AUM Growth
-$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.77M
3
+$942K
4
IBM icon
IBM
IBM
+$739K
5
HPQ icon
HP
HPQ
+$704K

Top Sells

1
+$3.48M
2
+$2.19M
3
+$1.32M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$1.28M
5
GSK icon
GSK
GSK
+$866K

Sector Composition

1 Technology 17.66%
2 Healthcare 13.69%
3 Financials 9.73%
4 Industrials 6.86%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$431K 0.14%
+7,000
152
$423K 0.14%
13,126
153
$421K 0.14%
12,504
+4,780
154
$400K 0.13%
5,500
-5,000
155
$387K 0.13%
6,133
+100
156
$384K 0.13%
8,497
+1
157
$380K 0.13%
52,500
158
$365K 0.12%
59,000
-20,000
159
$364K 0.12%
2,499
-28
160
$362K 0.12%
6,288
-1,662
161
$354K 0.12%
2,389
-126
162
$337K 0.11%
2,113
163
$337K 0.11%
12,693
-2,500
164
$331K 0.11%
8,045
165
$331K 0.11%
1,654
166
$320K 0.11%
1,624
167
$312K 0.1%
835
-938
168
$312K 0.1%
5,276
-2,533
169
$305K 0.1%
5,546
+1,000
170
$304K 0.1%
19,721
-8,000
171
$297K 0.1%
10,734
172
$295K 0.1%
+5,684
173
$293K 0.1%
18,000
174
$290K 0.1%
8,037
175
$288K 0.1%
9,298
-666
5 6
7
8 9