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
$302M
AUM Growth
-$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.76M
3
+$904K
4
IBM icon
IBM
IBM
+$742K
5
HII icon
Huntington Ingalls Industries
HII
+$719K

Top Sells

1
+$3.48M
2
+$2.08M
3
+$1.29M
4
BA icon
Boeing
BA
+$1.29M
5
GSK icon
GSK
GSK
+$946K

Sector Composition

1 Technology 17.66%
2 Healthcare 13.69%
3 Financials 9.73%
4 Industrials 6.86%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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210
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5 6 7 8
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