EFMC

Empire Financial Management Company Portfolio holdings

AUM $347M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.09M
3
+$7.62M
4
JPM icon
JPMorgan Chase
JPM
+$5.41M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.69%
2 Healthcare 14.11%
3 Consumer Staples 9.72%
4 Financials 9.03%
5 Utilities 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 4.62%
+262,542
2
$9.09M 3.71%
+31,535
3
$7.62M 3.11%
+46,220
4
$5.41M 2.21%
+41,553
5
$5.38M 2.19%
+204,420
6
$5.31M 2.16%
+55,517
7
$4.38M 1.78%
+24,003
8
$4.16M 1.69%
+26,811
9
$4.08M 1.66%
+40,310
10
$3.89M 1.58%
+11,318
11
$3.73M 1.52%
+25,061
12
$3.7M 1.51%
+115,897
13
$3.53M 1.44%
+67,424
14
$3.52M 1.44%
+104,740
15
$3.31M 1.35%
+25,916
16
$3.24M 1.32%
+142,553
17
$3.23M 1.32%
+19,793
18
$3.14M 1.28%
+113,210
19
$3.11M 1.27%
+29,971
20
$2.99M 1.22%
+10,146
21
$2.98M 1.22%
+99,581
22
$2.94M 1.2%
+53,651
23
$2.9M 1.18%
+13,031
24
$2.84M 1.16%
+17,194
25
$2.82M 1.15%
+26,537
1
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