EFMC
Empire Financial Management Company Portfolio holdings
AUM
$347M
1-Year Est. Return
18.24%
1 Year Est. Return
+18.24%
AUM
$324M
AUM Growth
+$3.02M
(+0.94%)
Holding
205
Top Buys
| 1 | +$2.22M | |
| 2 | +$1M | |
| 3 | +$878K | |
| 4 |
Honeywell
HON
|
+$702K |
| 5 |
Global X India Active ETF
NDIA
|
+$673K |
Top Sells
| 1 | +$2.01M | |
| 2 | +$1.43M | |
| 3 | +$1.12M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$991K |
| 5 |
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
Brown-Forman Class B
BF.B
$13.6B
| – | – |
-24,783
|
|
||
202
Fidelity National Financial
FNF
$15B
| – | – |
-10,500
|
|
||
203
Novo Nordisk
NVO
$242B
| – | – |
-2,439
|
|
||
204
United Parcel Service
UPS
$73.2B
| – | – |
-11,305
|
|
||
|
IQDE
205
DELISTED
FlexShares International Quality Dividend Defensive Index Fund
IQDE
| – | – |
-13,836
|
|