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
$324M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.05M
3
+$816K
4
HON icon
Honeywell
HON
+$711K
5
ORCL icon
Oracle
ORCL
+$690K

Top Sells

1
+$2M
2
+$1.43M
3
+$1.08M
4
CB icon
Chubb
CB
+$1.03M
5
BF.B icon
Brown-Forman Class B
BF.B
+$941K

Sector Composition

1 Technology 16.29%
2 Healthcare 13.35%
3 Financials 12.23%
4 Industrials 6.86%
5 Utilities 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-24,783
202
– –
-10,500
203
– –
-2,439
204
– –
-11,305
205
– –
-13,836
5 6 7 8
9