EFMC

Empire Financial Management Company Portfolio holdings

AUM $460M
1-Year Est. Return 27.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.78M
3
+$1.42M
4
NVO icon
Novo Nordisk
NVO
+$1.41M
5
SLV icon
iShares Silver Trust
SLV
+$1.03M

Top Sells

1
+$2.48M
2
+$2.05M
3
+$1.82M
4
MA icon
Mastercard
MA
+$1.23M
5
NEE icon
NextEra Energy
NEE
+$476K

Sector Composition

1 Technology 17.45%
2 Financials 12.44%
3 Healthcare 12.35%
4 Industrials 8.14%
5 Utilities 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 3.93%
246,129
-5,007
2
$13.6M 3.92%
27,314
+32
3
$11.5M 3.33%
39,819
-20
4
$8.71M 2.51%
42,473
-1,011
5
$8.32M 2.4%
37,940
+3,270
6
$7.59M 2.19%
25,745
-880
7
$7.32M 2.11%
9,388
8
$5.8M 1.67%
21,049
-340
9
$5.53M 1.59%
17,118
-3
10
$5.41M 1.56%
39,770
+126
11
$5.27M 1.52%
204,996
-661
12
$5.17M 1.49%
35,436
+305
13
$5.15M 1.49%
27,751
+628
14
$5.13M 1.48%
135,075
+809
15
$4.79M 1.38%
15,025
-11
16
$4.71M 1.36%
119,467
+1,766
17
$4.68M 1.35%
179,647
+8,058
18
$4.65M 1.34%
183,516
+4,918
19
$4.61M 1.33%
12,569
+341
20
$4.25M 1.23%
15,886
+295
21
$4.17M 1.2%
17,897
+2,649
22
$4.08M 1.18%
51,458
+5,654
23
$4.02M 1.16%
13,031
24
$3.98M 1.15%
22,608
+682
25
$3.82M 1.1%
136,413
-6,631
1
2 3 4 5