EFMC
Empire Financial Management Company Portfolio holdings
AUM $324M
AUM
$324M
AUM Growth
+$3.02M (+0.9%)
Cap. Flow
+$5.62M
Cap. Flow % of AUM
1.74%
Top 10 Holdings %Top 10 Hldgs %
24.85%
Holding
205
New
9
Increased
72
Reduced
64
Closed
8
Top Buys
| 1 | $2.22M | |
| 2 | $1M | |
| 3 | $878K | |
| 4 | $702K | |
| 5 | $673K |
Top Sells
| 1 | $2.01M | |
| 2 | $1.12M | |
| 3 | $991K | |
| 4 | $865K | |
| 5 | $708K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $279K | 0.09% | 12,428 +2,861 | +30% | +$64.1K | |||
| $277K | 0.09% | 18,000 | – | – | |||
| $272K | 0.08% | 8,037 | – | – | |||
| $268K | 0.08% | 6,041 | – | – | |||
| $266K | 0.08% | 923 | – | – | |||
| $249K | 0.08% | 2,389 | – | – | |||
| $249K | 0.08% | 1,210 | – | – | |||
| $246K | 0.08% | 3,444 | – | – | |||
| $241K | 0.07% | 95,024 | – | – | |||
| $241K | 0.07% | 20,888 +249 | +1% | +$2.87K | |||
| $232K | 0.07% | 5,076 | – | – | |||
| $231K | 0.07% | 726 -8 | -1% | -$2.54K | |||
| $226K | 0.07% | 1,683 -231 | -12% | -$31K | |||
| $224K | 0.07% | 399 | – | – | |||
| $217K | 0.07% | 3,000 | – | – | |||
| $213K | 0.07% | 3,116 +55 | +2% | +$3.76K | |||
| $208K | 0.06% | 6,638 -241 | -4% | -$7.57K | |||
| $208K | 0.06% | 2,186 | New | +$208K | |||
| $205K | 0.06% | 6,000 | New | +$205K | |||
| $205K | 0.06% | 3,019 | New | +$205K | |||
| $203K | 0.06% | 4,804 +100 | +2% | +$4.22K | |||
| $202K | 0.06% | 2,502 | New | +$202K | |||
| $0 | 0% | 0 -2,113 | Closed | – | |||
| $0 | 0% | 0 -1,947 | Closed | – | |||
| $0 | 0% | 0 -35,000 | Closed | – |
