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
$325M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.03M
3
+$985K
4
DELL icon
Dell
DELL
+$889K
5
PRU icon
Prudential Financial
PRU
+$854K

Top Sells

1
+$1.28M
2
+$1.12M
3
+$1.09M
4
SJM icon
J.M. Smucker
SJM
+$1.07M
5
PEP icon
PepsiCo
PEP
+$996K

Sector Composition

1 Technology 16.73%
2 Healthcare 13.3%
3 Financials 10.43%
4 Industrials 7.42%
5 Utilities 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 4.35%
249,070
+10,968
2
$12M 3.69%
27,847
-1,545
3
$9.92M 3.05%
42,586
-4,803
4
$8.42M 2.59%
9,508
5
$8.19M 2.52%
38,824
-561
6
$6.65M 2.05%
30,096
-3,011
7
$5.61M 1.73%
199,589
+3,132
8
$5.37M 1.65%
28,801
-4,862
9
$4.57M 1.41%
11,275
-30
10
$4.52M 1.39%
17,401
11
$4.44M 1.37%
7,593
+990
12
$4.42M 1.36%
38,793
+302
13
$4.39M 1.35%
120,396
+915
14
$4.33M 1.33%
149,760
+3,559
15
$4.22M 1.3%
15,551
-10
16
$4.21M 1.29%
34,715
-1,049
17
$4.03M 1.24%
106,292
+13,892
18
$3.88M 1.2%
22,424
19
$3.79M 1.17%
16,201
+187
20
$3.77M 1.16%
145,754
+1,810
21
$3.69M 1.14%
41,416
22
$3.64M 1.12%
90,601
+293
23
$3.61M 1.11%
13,031
24
$3.5M 1.08%
20,274
-1,746
25
$3.43M 1.06%
15,530
+3,850
1
2 3 4 5