EFMC
Empire Financial Management Company Portfolio holdings
AUM
$347M
This Quarter Return
+9.73%
1 Year Return
+18.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$255M
AUM Growth
+$255M
(+11%)
Cap. Flow
+$6.76M
Cap. Flow
% of AUM
2.64%
Top 10 Holdings %
Top 10 Hldgs %
26.37%
Holding
201
New
14
Increased
82
Reduced
41
Closed
11
Top Buys
| 1 |
MarketDesk Focused US Dividend ETF
FDIV
|
$3.33M |
| 2 |
Unlimited HFND Multi-Strategy Return Tracker ETF
HFND
|
$2.97M |
| 3 |
Boeing
BA
|
$1.69M |
| 4 |
UnitedHealth
UNH
|
$1.28M |
| 5 |
Amazon
AMZN
|
$927K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$976K |
| 2 |
3M
MMM
|
$741K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$679K |
| 4 |
Bristol-Myers Squibb
BMY
|
$658K |
| 5 |
General Mills
GIS
|
$655K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
201
Vanguard Total International Stock ETF
VXUS
$102B
| – | – |
-12,696
| Closed | -$679K |
|