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
$321M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.8M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.43M
5
AOS icon
A.O. Smith
AOS
+$1.36M

Top Sells

1
+$2.79M
2
+$2.01M
3
+$1.56M
4
HII icon
Huntington Ingalls Industries
HII
+$1.21M
5
JBL icon
Jabil
JBL
+$1.16M

Sector Composition

1 Technology 17.28%
2 Healthcare 12.54%
3 Financials 12.15%
4 Industrials 6.63%
5 Utilities 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 4.26%
248,857
-213
2
$11.5M 3.59%
27,307
-540
3
$11.3M 3.52%
45,010
+2,424
4
$9.35M 2.92%
39,013
+189
5
$7.26M 2.27%
9,405
-103
6
$7.01M 2.19%
31,957
+3,156
7
$6.01M 1.88%
27,348
-2,748
8
$5.39M 1.68%
205,981
+6,392
9
$5.01M 1.56%
28,199
+16,329
10
$4.76M 1.48%
20,527
+253
11
$4.53M 1.41%
11,655
+380
12
$4.47M 1.39%
15,053
-498
13
$4.46M 1.39%
132,111
+11,715
14
$4.45M 1.39%
39,326
+533
15
$4.33M 1.35%
159,855
+10,095
16
$4.17M 1.3%
108,518
+2,226
17
$4.15M 1.29%
35,844
+1,129
18
$4.09M 1.28%
24,424
+2,000
19
$3.94M 1.23%
20,789
+603
20
$3.89M 1.21%
17,401
21
$3.81M 1.19%
13,031
22
$3.63M 1.13%
91,465
+864
23
$3.63M 1.13%
15,082
-1,119
24
$3.51M 1.09%
174,096
+7,472
25
$3.5M 1.09%
41,416
1
2 3 4 5