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
$325M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.03M
3
+$985K
4
DELL icon
Dell
DELL
+$889K
5
PRU icon
Prudential Financial
PRU
+$854K

Top Sells

1
+$1.28M
2
+$1.12M
3
+$1.09M
4
SJM icon
J.M. Smucker
SJM
+$1.07M
5
PEP icon
PepsiCo
PEP
+$996K

Sector Composition

1 Technology 16.73%
2 Healthcare 13.3%
3 Financials 10.43%
4 Industrials 7.42%
5 Utilities 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$295K 0.09%
4,546
-1,000
177
$288K 0.09%
3,444
178
$283K 0.09%
+5,000
179
$282K 0.09%
863
+46
180
$266K 0.08%
544
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181
$265K 0.08%
8,027
182
$262K 0.08%
+19,774
183
$262K 0.08%
1,929
184
$259K 0.08%
+95,024
185
$259K 0.08%
8,177
+275
186
$252K 0.08%
8,037
187
$245K 0.08%
6,041
188
$231K 0.07%
+14,250
189
$230K 0.07%
10,077
190
$230K 0.07%
8,166
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191
$230K 0.07%
3,955
192
$230K 0.07%
1,930
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193
$229K 0.07%
+5,076
194
$227K 0.07%
393
195
$222K 0.07%
9,567
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196
$221K 0.07%
+2,000
197
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+899
198
$218K 0.07%
2,600
-600
199
$215K 0.07%
+4,704
200
$215K 0.07%
9,168
-130
5 6 7
8
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