BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.83M
3
+$1.2M
4
EW icon
Edwards Lifesciences
EW
+$944K
5
HBAN icon
Huntington Bancshares
HBAN
+$775K

Top Sells

1
+$1.4M
2
+$1.01M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$471K
5
AAPL icon
Apple
AAPL
+$421K

Sector Composition

1 Technology 23.01%
2 Financials 14.76%
3 Industrials 11.47%
4 Communication Services 10.5%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$340K 0.02%
5,164
-1,584
227
$332K 0.02%
2,590
228
$325K 0.02%
4,090
229
$317K 0.02%
3,180
230
$314K 0.02%
4,169
-4
231
$314K 0.02%
4,610
+8
232
$309K 0.02%
2,485
-22
233
$308K 0.02%
2,114
-39
234
$307K 0.02%
+562
235
$307K 0.02%
3,744
-831
236
$306K 0.02%
4,075
-350
237
$305K 0.02%
1,237
-17
238
$302K 0.02%
18,778
239
$297K 0.02%
485
+51
240
$293K 0.02%
2,095
241
$292K 0.02%
3,258
-278
242
$289K 0.02%
17,455
-538
243
$284K 0.02%
+9,026
244
$284K 0.02%
15,653
245
$276K 0.02%
6,332
+2
246
$274K 0.02%
5,421
+164
247
$272K 0.02%
2,779
-6
248
$271K 0.02%
+3,553
249
$270K 0.02%
+858
250
$267K 0.02%
825
8 9
10
11 12