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
$302M
AUM Growth
-$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.77M
3
+$942K
4
IBM icon
IBM
IBM
+$739K
5
HPQ icon
HP
HPQ
+$704K

Top Sells

1
+$3.48M
2
+$2.19M
3
+$1.32M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$1.28M
5
GSK icon
GSK
GSK
+$866K

Sector Composition

1 Technology 17.66%
2 Healthcare 13.69%
3 Financials 9.73%
4 Industrials 6.86%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 4.35%
29,392
-665
2
$12.2M 4.05%
238,102
-24,976
3
$9.98M 3.3%
47,389
+1,190
4
$8.61M 2.85%
9,508
-12
5
$7.97M 2.63%
39,385
+633
6
$6.51M 2.15%
33,663
-349
7
$5.91M 1.95%
196,457
-21,793
8
$5.73M 1.89%
33,107
+4,272
9
$5.08M 1.68%
27,893
-1,221
10
$4.03M 1.33%
119,481
-3,224
11
$4M 1.32%
+38,491
12
$3.94M 1.3%
146,201
+5,909
13
$3.89M 1.29%
31,456
-4,647
14
$3.89M 1.29%
11,305
+531
15
$3.7M 1.22%
22,424
-1,750
16
$3.6M 1.19%
15,561
-34
17
$3.59M 1.19%
35,764
+1,932
18
$3.54M 1.17%
22,020
-380
19
$3.48M 1.15%
17,401
-500
20
$3.39M 1.12%
92,400
+540
21
$3.37M 1.12%
143,944
-19,232
22
$3.34M 1.11%
90,308
-9,244
23
$3.26M 1.08%
16,014
+622
24
$3.25M 1.07%
20,776
-885
25
$3.14M 1.04%
139,516
+22,529
1
2 3 4 5