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
$1.34B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.52M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.02M

Top Sells

1
+$11.5M
2
+$8.35M
3
+$348K
4
ORLY icon
O'Reilly Automotive
ORLY
+$312K
5
MA icon
Mastercard
MA
+$259K

Sector Composition

1 Technology 22.03%
2 Financials 15.38%
3 Industrials 11.48%
4 Communication Services 10.17%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$328K 0.02%
4,425
-226
227
$323K 0.02%
+2,507
228
$321K 0.02%
+825
229
$313K 0.02%
2,590
+630
230
$309K 0.02%
2,968
-26
231
$300K 0.02%
+4,906
232
$300K 0.02%
5,347
+287
233
$299K 0.02%
4,090
234
$299K 0.02%
+3,180
235
$297K 0.02%
5,865
236
$294K 0.02%
4,602
+9
237
$293K 0.02%
11,696
238
$292K 0.02%
1,567
239
$291K 0.02%
+2,153
240
$288K 0.02%
4,173
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241
$287K 0.02%
5,520
-150
242
$284K 0.02%
2,095
+300
243
$283K 0.02%
14,597
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244
$277K 0.02%
17,993
+2,287
245
$275K 0.02%
3,022
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246
$266K 0.02%
+338
247
$265K 0.02%
1,214
248
$260K 0.02%
2,785
249
$259K 0.02%
18,778
250
$258K 0.02%
6,330
+176
8 9
10
11 12