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Home > Institutional Investor > Empire Financial Management Company, Llc > Profile

Instuitional Investor - Empire Financial Management Company, Llc

Fund Profile
Filing Period:
Fund Name: Empire Financial Management Company, Llc
Portfolio Value $229,486,301
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Series Solutions
 267,902 $11,959,164 5.21%
2.
Microsoft Corp
 MSFT 30,507 $9,632,712 4.19%
3.
Apple Inc.
 AAPL 40,670 $6,963,165 3.03%
4.
Litman Gregory Funds Trust
 207,752 $6,004,032 2.61%
5.
Alphabet Inc.
 GOOG 43,440 $5,684,558 2.47%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)