EFMC

Empire Financial Management Company Portfolio holdings

AUM $442M
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.6M
3
+$4.34M
4
BAC icon
Bank of America
BAC
+$4.34M
5
CDXS icon
Codexis
CDXS
+$3.19M

Top Sells

1
+$2.15M
2
+$1.91M
3
+$1.77M
4
NVO
Novo Nordisk
NVO
+$1.43M
5
SNOW icon
Snowflake
SNOW
+$1.29M

Sector Composition

1 Technology 16.23%
2 Healthcare 14.12%
3 Financials 12.69%
4 Industrials 8.71%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 3.6%
61,701
+19,228
2
$14.5M 3.31%
249,491
+3,362
3
$14.1M 3.23%
27,235
-79
4
$13.8M 3.15%
62,660
+24,720
5
$12.6M 2.89%
39,949
+130
6
$12.4M 2.83%
50,860
+28,252
7
$7.64M 1.75%
45,633
+10,197
8
$7.61M 1.74%
147,423
+89,007
9
$7.35M 1.68%
26,036
+291
10
$7.16M 1.64%
9,388
11
$6.58M 1.51%
28,437
+686
12
$6.01M 1.38%
27,850
+10,000
13
$5.73M 1.31%
209,964
+4,968
14
$5.63M 1.29%
17,118
15
$5.56M 1.27%
187,764
+4,248
16
$5.54M 1.27%
27,903
+8,914
17
$5.39M 1.23%
136,115
+1,040
18
$5.38M 1.23%
40,151
+381
19
$5.29M 1.21%
13,055
+486
20
$5.09M 1.17%
121,499
+2,032
21
$5.03M 1.15%
187,345
+7,698
22
$4.99M 1.14%
15,034
+9
23
$4.78M 1.09%
53,651
+2,193
24
$4.77M 1.09%
76,000
+31,000
25
$4.71M 1.08%
63,300
+31,500
1
2 3 4 5