EFMC

Empire Financial Management Company Portfolio holdings

AUM $347M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$602K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$597K

Top Sells

1
+$3.6M
2
+$1.48M
3
+$1.45M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.44M
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$235K 0.1%
2,113
177
$234K 0.1%
3,444
178
$232K 0.1%
3,480
179
$229K 0.1%
4,635
-58
180
$228K 0.1%
+5,000
181
$227K 0.1%
5,500
-4,500
182
$226K 0.1%
2,143
183
$224K 0.1%
11,600
184
$218K 0.09%
17,528
-24,500
185
$209K 0.09%
+5,000
186
$208K 0.09%
3,000
187
$201K 0.09%
6,041
188
– –
-8,985
189
– –
-1,047
190
– –
-1,795
191
– –
-3,370
192
– –
-2,330
193
– –
-2,881
194
– –
-3,881
195
– –
-2,108
196
– –
-42,000
197
– –
-4,558
198
– –
-4,469
199
– –
-551
200
– –
-23,955
4 5 6 7
8