EFMC

Empire Financial Management Company Portfolio holdings

AUM $460M
1-Year Est. Return 28.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.78M
3
+$1.42M
4
NVO icon
Novo Nordisk
NVO
+$1.41M
5
SLV icon
iShares Silver Trust
SLV
+$1.03M

Top Sells

1
+$2.48M
2
+$2.05M
3
+$1.82M
4
MA icon
Mastercard
MA
+$1.23M
5
NEE icon
NextEra Energy
NEE
+$476K

Sector Composition

1 Technology 17.45%
2 Financials 12.44%
3 Healthcare 12.35%
4 Industrials 8.14%
5 Utilities 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$440K 0.13%
23,500
152
$428K 0.12%
2,412
153
$418K 0.12%
160
-24
154
$406K 0.12%
6,352
-30
155
$395K 0.11%
1,624
156
$391K 0.11%
3,439
-1,361
157
$384K 0.11%
2,851
+303
158
$373K 0.11%
10,056
-6,944
159
$369K 0.11%
15,098
160
$366K 0.11%
2,001
161
$364K 0.11%
10,734
162
$338K 0.1%
10,200
163
$330K 0.1%
10,077
164
$328K 0.09%
12,113
165
$319K 0.09%
14,148
+1,720
166
$306K 0.09%
+5,500
167
$302K 0.09%
18,000
168
$297K 0.09%
+2,314
169
$290K 0.08%
15,721
-1,000
170
$288K 0.08%
2,600
171
$286K 0.08%
4,118
-486
172
$280K 0.08%
10,562
-61
173
$277K 0.08%
5,990
+50
174
$274K 0.08%
6,041
175
$271K 0.08%
1,210
5 6
7
8 9