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
$324M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1M
3
+$878K
4
HON icon
Honeywell
HON
+$702K
5
NDIA icon
Global X India Active ETF
NDIA
+$673K

Top Sells

1
+$2.01M
2
+$1.43M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$991K
5
BF.B icon
Brown-Forman Class B
BF.B
+$941K

Sector Composition

1 Technology 16.29%
2 Healthcare 13.35%
3 Financials 12.23%
4 Industrials 6.86%
5 Utilities 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$422K 0.13%
13,606
152
$419K 0.13%
3,265
-6,746
153
$418K 0.13%
15,098
154
$416K 0.13%
26,026
155
$396K 0.12%
3,727
-3,682
156
$394K 0.12%
6,382
-127
157
$394K 0.12%
1,624
158
$388K 0.12%
10,734
159
$377K 0.12%
2,412
-400
160
$372K 0.12%
2,548
-58
161
$362K 0.11%
5,940
162
$359K 0.11%
184
-18
163
$356K 0.11%
+30,000
164
$355K 0.11%
5,241
165
$339K 0.1%
8,501
+1
166
$326K 0.1%
50,000
+18,500
167
$318K 0.1%
+10,200
168
$302K 0.09%
+12,113
169
$297K 0.09%
10,623
+1,269
170
$296K 0.09%
10,077
171
$292K 0.09%
16,721
172
$291K 0.09%
2,600
173
$290K 0.09%
2,001
174
$286K 0.09%
2,100
-300
175
$284K 0.09%
4,604
-28
5 6
7
8 9