EFMC

Empire Financial Management Company Portfolio holdings

AUM $442M
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.6M
3
+$4.34M
4
BAC icon
Bank of America
BAC
+$4.34M
5
CDXS icon
Codexis
CDXS
+$3.19M

Top Sells

1
+$2.15M
2
+$1.91M
3
+$1.77M
4
NVO
Novo Nordisk
NVO
+$1.43M
5
SNOW icon
Snowflake
SNOW
+$1.29M

Sector Composition

1 Technology 16.23%
2 Healthcare 14.12%
3 Financials 12.69%
4 Industrials 8.71%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$215K 0.05%
1,424
-890
202
$214K 0.05%
+4,695
203
$214K 0.05%
2,502
204
$213K 0.05%
+2,141
205
$213K 0.05%
6,156
-120
206
$206K 0.05%
+250
207
– –
-2,001
208
– –
-2,214
209
– –
-7,500
210
– –
-5,500
211
– –
-14,848
212
– –
-20,710
213
– –
-5,751
5 6 7 8
9