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
$325M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.24M
3
+$996K
4
DELL icon
Dell
DELL
+$874K
5
PRU icon
Prudential Financial
PRU
+$833K

Top Sells

1
+$1.29M
2
+$1.09M
3
+$1.07M
4
AAPL icon
Apple
AAPL
+$1.07M
5
PEP icon
PepsiCo
PEP
+$1.01M

Sector Composition

1 Technology 16.73%
2 Healthcare 13.3%
3 Financials 10.43%
4 Industrials 7.42%
5 Utilities 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$215K 0.07%
+2,996
202
$212K 0.07%
4,565
-1,658
203
$210K 0.06%
+16,000
204
– –
-7,000
205
– –
-3,711
206
– –
-5,057
207
– –
-3,000
208
– –
-10,164
209
– –
-2,500
210
– –
-4,874
211
– –
-9,853
212
– –
-2,915
213
– –
-5,500
214
– –
-8,045
5 6 7 8
9