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
$255M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.97M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$1.28M
5
AMZN icon
Amazon
AMZN
+$927K

Top Sells

1
+$976K
2
+$741K
3
+$679K
4
BMY icon
Bristol-Myers Squibb
BMY
+$658K
5
GIS icon
General Mills
GIS
+$655K

Sector Composition

1 Technology 16.77%
2 Healthcare 14.06%
3 Financials 9.36%
4 Industrials 6.71%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$259K 0.1%
1,000
177
$259K 0.1%
3,955
178
$257K 0.1%
3,444
179
$256K 0.1%
3,330
+98
180
$255K 0.1%
10,164
181
$255K 0.1%
4,146
-7,573
182
$229K 0.09%
1,974
-169
183
$229K 0.09%
3,000
184
$225K 0.09%
5,000
185
$220K 0.09%
4,546
-89
186
$219K 0.09%
+535
187
$219K 0.09%
+70,000
188
$218K 0.09%
6,041
189
$210K 0.08%
+10,018
190
$203K 0.08%
+1,960
191
– –
-19,136
192
– –
-17,528
193
– –
-6,822
194
– –
-20,000
195
– –
-8,000
196
– –
-1,557
197
– –
-33,197
198
– –
-9,469
199
– –
-999
200
– –
-11,600
5 6 7
8
9