EFMC
Empire Financial Management Company Portfolio holdings
AUM
$347M
This Quarter Return
+1.74%
1 Year Return
+18.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$324M
AUM Growth
+$324M
(+0.94%)
Cap. Flow
+$1.26M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
24.85%
Holding
205
New
9
Increased
72
Reduced
64
Closed
8
Top Buys
| 1 |
Boeing
BA
|
$2.22M |
| 2 |
Air Products & Chemicals
APD
|
$1M |
| 3 |
CME Group
CME
|
$878K |
| 4 |
Honeywell
HON
|
$702K |
| 5 |
Global X India Active ETF
NDIA
|
$673K |
Top Sells
| 1 |
NextEra Energy, Inc.
NEE
|
$2.01M |
| 2 |
United Parcel Service
UPS
|
$1.43M |
| 3 |
Chubb
CB
|
$1.12M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$991K |
| 5 |
Brown-Forman Class B
BF.B
|
$941K |
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.23% |
| 4 | Industrials | 6.86% |
| 5 | Utilities | 6.18% |
