EFMC

Empire Financial Management Company Portfolio holdings

AUM $460M
1-Year Est. Return 27.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$2.9M
3 +$1.39M
4
UNH icon
UnitedHealth
UNH
+$1.29M
5
AMZN icon
Amazon
AMZN
+$855K

Top Sells

1 +$939K
2 +$741K
3 +$679K
4
BMY icon
Bristol-Myers Squibb
BMY
+$673K
5
HSY icon
Hershey
HSY
+$653K

Sector Composition

1 Technology 16.77%
2 Healthcare 14.06%
3 Financials 9.36%
4 Industrials 6.71%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-12,696