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BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$923M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$994K
2
+$563K
3
+$525K
4
MDT icon
Medtronic
MDT
+$493K
5
CRM icon
Salesforce
CRM
+$440K

Top Sells

1
+$1.1M
2
+$856K
3
+$794K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$581K
5
AAPL icon
Apple
AAPL
+$518K

Sector Composition

1 Technology 17.69%
2 Financials 16.18%
3 Healthcare 12.45%
4 Industrials 10.86%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$200K 0.02%
2,454
227
$198K 0.02%
10,220
228
$176K 0.02%
10,947
229
$107K 0.01%
11,933
230
$100K 0.01%
14,789
-2,500
231
$44K ﹤0.01%
11,000
232
– –
-1,460
233
– –
-1,805
234
– –
-1,774
235
– –
-1,471
236
– –
-15,974
237
– –
-5,250
238
– –
-520
239
– –
-1,240
240
– –
-8,095
241
– –
-2,003
242
– –
-2,393
243
– –
-1,669
244
– –
-5,319
245
– –
-957
246
– –
-9,977
247
– –
-6,028
248
– –
-19,743
249
– –
-326
250
– –
-4,412
6 7 8 9
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