EFMC

Empire Financial Management Company Portfolio holdings

AUM $437M
1-Year Est. Return 18.6%
This Quarter Est. Return
1 Year Est. Return
+18.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1M
3
+$878K
4
HON icon
Honeywell
HON
+$702K
5
NDIA icon
Global X India Active ETF
NDIA
+$673K

Top Sells

1
+$2.01M
2
+$1.43M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$991K
5
BF.B icon
Brown-Forman Class B
BF.B
+$941K

Sector Composition

1 Technology 16.29%
2 Healthcare 13.35%
3 Financials 12.23%
4 Industrials 6.86%
5 Utilities 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 4.21%
251,136
+2,279
2
$10.2M 3.17%
27,282
-25
3
$9.77M 3.02%
39,839
+826
4
$9.66M 2.99%
43,484
-1,526
5
$7.75M 2.4%
9,388
-17
6
$6.62M 2.05%
26,625
-723
7
$6.6M 2.04%
34,670
+2,713
8
$5.68M 1.76%
27,123
-1,076
9
$5.26M 1.63%
39,644
+318
10
$5.19M 1.61%
205,657
-324
11
$4.97M 1.53%
134,266
+2,155
12
$4.65M 1.44%
35,131
-713
13
$4.6M 1.42%
171,589
+11,734
14
$4.48M 1.39%
12,228
+573
15
$4.3M 1.33%
117,701
+9,183
16
$4.3M 1.33%
178,598
+4,502
17
$4.12M 1.27%
15,591
+509
18
$4.05M 1.25%
15,036
-17
19
$3.98M 1.23%
13,031
20
$3.95M 1.22%
23,174
-1,250
21
$3.65M 1.13%
21,840
+479
22
$3.62M 1.12%
150,500
+251
23
$3.59M 1.11%
143,044
+3,257
24
$3.58M 1.11%
21,389
+862
25
$3.47M 1.07%
28,454
+1,770
1
2 3 4 5