EFMC

Empire Financial Management Company Portfolio holdings

AUM $437M
1-Year Est. Return 18.6%
This Quarter Est. Return
1 Year Est. Return
+18.6%
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
+$4M
2
+$1.77M
3
+$942K
4
IBM icon
IBM
IBM
+$739K
5
HPQ icon
HP
HPQ
+$704K

Top Sells

1
+$3.48M
2
+$2.19M
3
+$1.32M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$1.28M
5
GSK icon
GSK
GSK
+$866K

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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