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
$302M
AUM Growth
-$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.77M
3
+$942K
4
IBM icon
IBM
IBM
+$739K
5
HPQ icon
HP
HPQ
+$704K

Top Sells

1
+$3.48M
2
+$2.19M
3
+$1.32M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$1.28M
5
GSK icon
GSK
GSK
+$866K

Sector Composition

1 Technology 17.66%
2 Healthcare 13.69%
3 Financials 9.73%
4 Industrials 6.86%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$287K 0.09%
5,057
177
$280K 0.09%
1,960
178
$279K 0.09%
12,845
-4,590
179
$277K 0.09%
3,000
180
$271K 0.09%
6,223
+930
181
$264K 0.09%
+1,538
182
$262K 0.09%
3,444
183
$260K 0.09%
541
+17
184
$252K 0.08%
817
+92
185
$249K 0.08%
8,027
186
$248K 0.08%
7,407
187
$248K 0.08%
18,750
188
$247K 0.08%
1,929
-45
189
$240K 0.08%
7,902
+775
190
$231K 0.08%
10,164
191
$220K 0.07%
3,200
192
$217K 0.07%
+8,376
193
$215K 0.07%
+131
194
$215K 0.07%
393
+4
195
$215K 0.07%
6,041
196
$214K 0.07%
3,955
197
$213K 0.07%
1,170
-7,250
198
$210K 0.07%
10,077
199
$203K 0.07%
9,067
-725
200
– –
-60,000
5 6 7
8
9