EFMC

Empire Financial Management Company Portfolio holdings

AUM $442M
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.6M
3
+$4.34M
4
BAC icon
Bank of America
BAC
+$4.34M
5
CDXS icon
Codexis
CDXS
+$3.19M

Top Sells

1
+$2.15M
2
+$1.91M
3
+$1.77M
4
NVO
Novo Nordisk
NVO
+$1.43M
5
SNOW icon
Snowflake
SNOW
+$1.29M

Sector Composition

1 Technology 16.23%
2 Healthcare 14.12%
3 Financials 12.69%
4 Industrials 8.71%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$523K 0.12%
+8,000
152
$523K 0.12%
10,065
-650
153
$511K 0.12%
6,042
154
$507K 0.12%
+370,000
155
$507K 0.12%
10,800
156
$493K 0.11%
8,054
157
$486K 0.11%
26,026
158
$452K 0.1%
1,763
-75
159
$432K 0.1%
+5,000
160
$429K 0.1%
6,302
-50
161
$416K 0.1%
5,076
162
$411K 0.09%
15,098
163
$399K 0.09%
10,734
164
$390K 0.09%
167
+7
165
$387K 0.09%
1,624
166
$376K 0.09%
2,704
-147
167
$375K 0.09%
+16,500
168
$370K 0.08%
10,200
169
$364K 0.08%
18,000
170
$361K 0.08%
3,439
171
$354K 0.08%
10,056
172
$349K 0.08%
15,062
+914
173
$346K 0.08%
12,113
174
$339K 0.08%
2,025
175
$324K 0.07%
1,759
+26
5 6
7
8 9