EFMC

Empire Financial Management Company Portfolio holdings

AUM $460M
1-Year Est. Return 28.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.01%
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
+$3M
2
+$1.85M
3
+$1.72M
4
AOS icon
A.O. Smith
AOS
+$1.5M
5
UPS icon
United Parcel Service
UPS
+$1.49M

Top Sells

1
+$3.13M
2
+$2.01M
3
+$1.64M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.25M
5
HII icon
Huntington Ingalls Industries
HII
+$1.21M

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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202
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203
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204
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-9,168
205
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-31,000
206
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-26,907
207
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-4,565
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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-73,214
214
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-5,301
215
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-16,000
5 6 7 8
9