BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.31M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.01M
5
ETN icon
Eaton
ETN
+$895K

Top Sells

1
+$8.98M
2
+$6.1M
3
+$631K
4
ORLY icon
O'Reilly Automotive
ORLY
+$527K
5
AVGO icon
Broadcom
AVGO
+$522K

Sector Composition

1 Technology 20.62%
2 Financials 16.81%
3 Consumer Discretionary 11.24%
4 Industrials 10.47%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$224K 0.02%
4,750
227
$223K 0.02%
439
+21
228
$223K 0.02%
+530
229
$220K 0.02%
+1,783
230
$219K 0.02%
703
+86
231
$219K 0.02%
+1,960
232
$218K 0.02%
592
233
$217K 0.02%
+887
234
$216K 0.02%
+3,400
235
$212K 0.02%
+15,302
236
$211K 0.02%
19,368
237
$210K 0.02%
15,706
+19
238
$209K 0.02%
9,400
239
$208K 0.02%
+2,223
240
$205K 0.02%
+4,039
241
$203K 0.02%
+1,567
242
$203K 0.02%
+2,785
243
$202K 0.02%
6,737
244
$200K 0.02%
+2,082
245
$151K 0.01%
14,557
246
$145K 0.01%
10,220
247
$142K 0.01%
11,863
-1,346
248
$121K 0.01%
120,796
-21,801
249
$118K 0.01%
15,350
250
$111K 0.01%
11,933
7 8 9
10
11