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
$325M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.03M
3
+$985K
4
DELL icon
Dell
DELL
+$889K
5
PRU icon
Prudential Financial
PRU
+$854K

Top Sells

1
+$1.28M
2
+$1.12M
3
+$1.09M
4
SJM icon
J.M. Smucker
SJM
+$1.07M
5
PEP icon
PepsiCo
PEP
+$996K

Sector Composition

1 Technology 16.73%
2 Healthcare 13.3%
3 Financials 10.43%
4 Industrials 7.42%
5 Utilities 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$464K 0.14%
2,288
-99
152
$461K 0.14%
13,126
153
$453K 0.14%
3,446
154
$448K 0.14%
59,000
155
$441K 0.14%
2,640
156
$435K 0.13%
31,000
-21,500
157
$416K 0.13%
8,499
+2
158
$405K 0.12%
6,459
+171
159
$401K 0.12%
2,113
160
$392K 0.12%
1,538
161
$388K 0.12%
13,661
+968
162
$382K 0.12%
7,341
+1,657
163
$372K 0.11%
2,389
164
$367K 0.11%
19,721
165
$364K 0.11%
2,364
-135
166
$355K 0.11%
10,734
167
$349K 0.11%
1,624
168
$348K 0.11%
835
169
$346K 0.11%
+2,109
170
$329K 0.1%
6,383
+250
171
$326K 0.1%
159
+28
172
$324K 0.1%
18,000
173
$315K 0.1%
13,523
+678
174
$304K 0.09%
1,430
-224
175
$300K 0.09%
4,766
-510
5 6
7
8 9