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
$1.16B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$1.02M
3
+$726K
4
ETN icon
Eaton
ETN
+$669K
5
AVGO icon
Broadcom
AVGO
+$477K

Top Sells

1
+$5.62M
2
+$4.71M
3
+$854K
4
COST icon
Costco
COST
+$526K
5
EW icon
Edwards Lifesciences
EW
+$521K

Sector Composition

1 Technology 22.69%
2 Financials 15.31%
3 Consumer Discretionary 11.04%
4 Healthcare 10.88%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$195K 0.02%
19,368
-1,964
227
$189K 0.02%
14,557
228
$151K 0.01%
10,220
229
$130K 0.01%
129,981
+45,222
230
$127K 0.01%
15,350
-1,200
231
$101K 0.01%
11,933
232
$28.7K ﹤0.01%
11,000
233
– –
-7,850
234
– –
-1,278
235
– –
-4,165
6 7 8 9
10