EFMC

Empire Financial Management Company Portfolio holdings

AUM $442M
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.6M
3
+$4.34M
4
BAC icon
Bank of America
BAC
+$4.34M
5
CDXS icon
Codexis
CDXS
+$3.19M

Top Sells

1
+$2.15M
2
+$1.91M
3
+$1.77M
4
NVO
Novo Nordisk
NVO
+$1.43M
5
SNOW icon
Snowflake
SNOW
+$1.29M

Sector Composition

1 Technology 16.23%
2 Healthcare 14.12%
3 Financials 12.69%
4 Industrials 8.71%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$310K 0.07%
3,444
177
$305K 0.07%
6,041
178
$293K 0.07%
1,210
179
$289K 0.07%
2,600
180
$286K 0.07%
1,570
181
$286K 0.07%
427
+25
182
$283K 0.06%
10,349
-213
183
$282K 0.06%
4,118
184
$279K 0.06%
10,077
185
$275K 0.06%
3,019
186
$274K 0.06%
7,937
187
$270K 0.06%
5,990
188
$269K 0.06%
8,505
+2
189
$257K 0.06%
678
-30
190
$248K 0.06%
+9,933
191
$247K 0.06%
3,116
192
$245K 0.06%
1,590
-82
193
$245K 0.06%
689
194
$242K 0.06%
3,729
195
$239K 0.05%
2,664
+275
196
$233K 0.05%
3,000
197
$233K 0.05%
+2,295
198
$228K 0.05%
+7,500
199
$224K 0.05%
6,155
-277
200
$220K 0.05%
+14,000
5 6 7
8
9