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
$303M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.37M
3
+$1.66M
4
NOC icon
Northrop Grumman
NOC
+$1.44M
5
CL icon
Colgate-Palmolive
CL
+$1.35M

Top Sells

1
+$4.12M
2
+$2.02M
3
+$1.11M
4
DG icon
Dollar General
DG
+$635K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$531K

Sector Composition

1 Technology 16.51%
2 Healthcare 13.67%
3 Financials 9.74%
4 Industrials 7.29%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$302K 0.1%
5,057
177
$296K 0.1%
10,734
178
$287K 0.09%
3,000
179
$275K 0.09%
4,178
+32
180
$267K 0.09%
+65,000
181
$265K 0.09%
10,164
182
$260K 0.09%
+5,293
183
$256K 0.08%
+60,000
184
$254K 0.08%
+18,000
185
$252K 0.08%
1,960
186
$251K 0.08%
5,000
187
$250K 0.08%
1,974
188
$248K 0.08%
7,724
-235
189
$247K 0.08%
3,444
190
$234K 0.08%
3,200
191
$234K 0.08%
2,979
-676
192
$233K 0.08%
524
-11
193
$233K 0.08%
+8,027
194
$229K 0.08%
27,500
-3,500
195
$228K 0.08%
4,041
196
$228K 0.08%
+7,127
197
$224K 0.07%
3,955
198
$220K 0.07%
+9,792
199
$220K 0.07%
+10,077
200
$219K 0.07%
6,041
5 6 7
8
9