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
$255M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.97M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$1.28M
5
AMZN icon
Amazon
AMZN
+$927K

Top Sells

1
+$976K
2
+$741K
3
+$679K
4
BMY icon
Bristol-Myers Squibb
BMY
+$658K
5
GIS icon
General Mills
GIS
+$655K

Sector Composition

1 Technology 16.77%
2 Healthcare 14.06%
3 Financials 9.36%
4 Industrials 6.71%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 5.11%
264,600
-3,302
2
$11.3M 4.41%
29,973
-534
3
$7.75M 3.03%
40,257
-413
4
$6.46M 2.53%
37,975
+315
5
$5.55M 2.17%
9,526
-5
6
$5.36M 2.1%
207,959
+207
7
$5.09M 1.99%
36,454
-6,986
8
$4.55M 1.78%
27,829
+649
9
$4.14M 1.62%
120,727
+1,107
10
$4.12M 1.61%
37,436
+365
11
$3.93M 1.54%
165,692
-3,176
12
$3.76M 1.47%
102,830
-195
13
$3.48M 1.36%
23,774
+100
14
$3.33M 1.3%
9,597
+184
15
$3.33M 1.3%
+125,356
16
$3.11M 1.22%
21,476
-71
17
$3.06M 1.2%
92,645
+2,016
18
$3.05M 1.19%
13,081
+50
19
$3M 1.17%
144,844
+887
20
$2.97M 1.16%
+142,601
21
$2.93M 1.15%
15,383
+435
22
$2.89M 1.13%
15,413
+325
23
$2.89M 1.13%
52,641
+754
24
$2.86M 1.12%
19,150
+628
25
$2.84M 1.11%
26,055
+82
1
2 3 4 5