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
$923M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$518K
3
+$498K
4
PYPL icon
PayPal
PYPL
+$490K
5
CRM icon
Salesforce
CRM
+$434K

Top Sells

1
+$1.13M
2
+$856K
3
+$788K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$570K
5
AAPL icon
Apple
AAPL
+$538K

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
– –
-326
234
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-4,412
235
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-1,805
236
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-1,774
237
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-1,471
238
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-15,974
239
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-5,250
240
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-520
241
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242
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-8,095
243
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244
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245
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-1,669
246
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-5,319
247
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-957
248
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-9,977
249
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-6,028
250
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-19,743
6 7 8 9
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