EFMC
Empire Financial Management Company Portfolio holdings
AUM
$437M
1-Year Est. Return
18.6%
1 Year Est. Return
+18.6%
AUM
$347M
AUM Growth
+$23M
(+7.1%)
Holding
208
Top Buys
| 1 | +$1.95M | |
| 2 | +$1.9M | |
| 3 | +$1.43M | |
| 4 |
TMB
Thornburg Multi Sector Bond ETF
TMB
|
+$1.43M |
| 5 |
iShares Silver Trust
SLV
|
+$1.11M |
Top Sells
| 1 | +$2.48M | |
| 2 | +$2.05M | |
| 3 | +$1.82M | |
| 4 |
Mastercard
MA
|
+$1.23M |
| 5 |
NextEra Energy
NEE
|
+$476K |
Sector Composition
| 1 | Technology | 17.45% |
| 2 | Financials | 12.44% |
| 3 | Healthcare | 12.35% |
| 4 | Industrials | 8.14% |
| 5 | Utilities | 6.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
iShares Russell 2000 ETF
IWM
$68.2B
| – | – |
-10,264
|
|
||
202
Jabil
JBL
$21.6B
| – | – |
-2,100
|
|
||
203
KORU Medical Systems
KRMD
$200M
| – | – |
-95,024
|
|
||
|
204
Mastercard
MA
$490B
| – | – |
-2,235
|
|
||
|
205
NextEra Energy
NEE
$175B
| – | – |
-6,719
|
|
||
206
Pinnacle West Capital
PNW
$10.6B
| – | – |
-2,186
|
|
||
207
Texas Instruments
TXN
$145B
| – | – |
-13,797
|
|
||
208
US Bancorp
USB
$73.2B
| – | – |
-4,804
|
|