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
$251M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.62M
3
+$1.16M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.06M

Top Sells

1
+$1.95M
2
+$1.77M
3
+$1.38M
4
PEP icon
PepsiCo
PEP
+$1.23M
5
HII icon
Huntington Ingalls Industries
HII
+$1.08M

Sector Composition

1 Technology 17.06%
2 Healthcare 14.96%
3 Financials 8.91%
4 Consumer Staples 8.13%
5 Utilities 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.3M 4.88%
270,977
+8,435
2
$10.4M 4.14%
30,520
-1,015
3
$8.22M 3.27%
42,377
-3,843
4
$6.05M 2.41%
41,619
+66
5
$5.84M 2.32%
211,283
+6,863
6
$5.14M 2.05%
10,965
-353
7
$4.65M 1.85%
38,842
+8,871
8
$4.37M 1.74%
26,427
-384
9
$4.32M 1.72%
102,040
-11,170
10
$4.04M 1.61%
37,101
-3,209
11
$3.95M 1.57%
172,809
+104,503
12
$3.75M 1.49%
24,711
-350
13
$3.66M 1.46%
37,394
-18,123
14
$3.61M 1.44%
108,798
+4,058
15
$3.6M 1.43%
107,575
-8,322
16
$3.22M 1.28%
10,373
+227
17
$3.22M 1.28%
17,368
-6,635
18
$3.16M 1.26%
99,187
-394
19
$3.15M 1.26%
23,564
+7,857
20
$3.07M 1.22%
149,131
+6,578
21
$3.04M 1.21%
26,352
-185
22
$2.99M 1.19%
25,156
-760
23
$2.97M 1.18%
55,688
+2,037
24
$2.93M 1.17%
18,624
-1,169
25
$2.86M 1.14%
13,031
1
2 3 4 5