EFMC
Empire Financial Management Company Portfolio holdings
AUM
$347M
This Quarter Return
-2.82%
1 Year Return
+18.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(-8.6%)
Cap. Flow
-$13.4M
Cap. Flow
% of AUM
-5.86%
Top 10 Holdings %
Top 10 Hldgs %
27.1%
Holding
200
New
9
Increased
42
Reduced
84
Closed
13
Top Buys
| 1 |
Norfolk Southern
NSC
|
$1.31M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$647K |
| 3 |
Honeywell
HON
|
$631K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$602K |
| 5 |
BlackRock Flexible Income ETF
BINC
|
$597K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$3.6M |
| 2 |
CVS Health
CVS
|
$1.48M |
| 3 |
Johnson & Johnson
JNJ
|
$1.45M |
| 4 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$1.44M |
| 5 |
Amazon
AMZN
|
$1.17M |
Sector Composition
| 1 | Technology | 16.13% |
| 2 | Healthcare | 13.98% |
| 3 | Financials | 8.93% |
| 4 | Consumer Staples | 7.56% |
| 5 | Utilities | 6.43% |
