BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.86M
3
+$8.44M
4
ETN icon
Eaton
ETN
+$7.52M
5
XOM icon
Exxon Mobil
XOM
+$2.76M

Top Sells

1
+$6.65M
2
+$6.64M
3
+$3.79M
4
TFC icon
Truist Financial
TFC
+$3.62M
5
AEP icon
American Electric Power
AEP
+$3.09M

Sector Composition

1 Technology 22.48%
2 Financials 14.41%
3 Healthcare 12.23%
4 Consumer Discretionary 10.68%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,264
227
– –
-7,720
228
– –
-1,100
229
– –
-3,033
230
– –
-1,189
231
– –
-2,645
232
– –
-9,514
6 7 8 9
10