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
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.09M
3
+$7.62M
4
JPM icon
JPMorgan Chase
JPM
+$5.41M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.69%
2 Healthcare 14.11%
3 Consumer Staples 9.72%
4 Financials 9.03%
5 Utilities 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$260K 0.11%
+3,444
177
$255K 0.1%
+2,330
178
$250K 0.1%
+30,000
179
$249K 0.1%
+2,624
180
$248K 0.1%
+3,000
181
$246K 0.1%
+1,345
182
$241K 0.1%
+13,600
183
$238K 0.1%
+1,624
184
$234K 0.1%
+2,113
185
$232K 0.09%
+7,724
186
$230K 0.09%
+6,041
187
$215K 0.09%
+42,000
188
$214K 0.09%
+2,158
189
$204K 0.08%
+2,856
4 5 6 7
8