BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$889M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$796K
3
+$760K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$672K
5
PM icon
Philip Morris
PM
+$616K

Top Sells

1
+$457K
2
+$397K
3
+$362K
4
DHI icon
D.R. Horton
DHI
+$292K
5
ABT icon
Abbott
ABT
+$280K

Sector Composition

1 Technology 17.26%
2 Financials 16.97%
3 Communication Services 12.11%
4 Healthcare 11.91%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$204K 0.02%
+9,977
227
$203K 0.02%
1,750
228
$202K 0.02%
19,550
229
$200K 0.02%
3,664
230
$189K 0.02%
10,220
231
$186K 0.02%
10,947
232
$183K 0.02%
10,950
+500
233
$175K 0.02%
17,289
-1,300
234
$166K 0.02%
15,974
235
$102K 0.01%
11,933
-12,346
236
$43K ﹤0.01%
11,000
237
– –
-1,365
238
– –
-3,942
239
– –
-12,138
240
– –
-658
241
– –
-1,430
242
– –
-5,634
243
– –
-13,450
244
– –
-10,150
245
– –
-6,815
6 7 8 9
10