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
$321M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.8M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.43M
5
AOS icon
A.O. Smith
AOS
+$1.36M

Top Sells

1
+$2.79M
2
+$2.01M
3
+$1.56M
4
HII icon
Huntington Ingalls Industries
HII
+$1.21M
5
JBL icon
Jabil
JBL
+$1.16M

Sector Composition

1 Technology 17.28%
2 Healthcare 12.54%
3 Financials 12.15%
4 Industrials 6.63%
5 Utilities 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-2,822
202
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-2,000
203
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204
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-18,400
205
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-16,889
206
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-4,585
207
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-9,168
208
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-104,173
209
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-13,126
210
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-5,000
211
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-544
212
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213
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214
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-5,301
215
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-16,000
5 6 7 8
9