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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
$1.56B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$12.8M
3
+$7.32M
4
LITE icon
Lumentum
LITE
+$2.24M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.97M

Top Sells

1
+$30.8M
2
+$30.5M
3
+$22.5M
4
PM icon
Philip Morris
PM
+$20.4M
5
CB icon
Chubb
CB
+$19.2M

Sector Composition

1 Technology 22.46%
2 Financials 13.48%
3 Industrials 12.08%
4 Consumer Discretionary 9.84%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TWLO icon
251
Twilio
TWLO
$31B
$385K 0.02%
3,059
+905
VWO icon
252
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$383K 0.02%
7,084
-92
NVS icon
253
Novartis
NVS
$292B
$380K 0.02%
2,490
-100
UBER icon
254
Uber
UBER
$140B
$379K 0.02%
+5,275
MAR icon
255
Marriott International
MAR
$106B
$376K 0.02%
+1,151
SATS icon
256
EchoStar
SATS
$33.1B
$376K 0.02%
3,214
-277
FIVE icon
257
Five Below
FIVE
$11B
$376K 0.02%
+1,645
GPIQ icon
258
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.57B
$373K 0.02%
+7,531
SO icon
259
Southern Company
SO
$106B
$372K 0.02%
3,858
-819
CZWI icon
260
Citizens Community Bancorp
CZWI
$207M
$372K 0.02%
18,794
+6
AA icon
261
Alcoa
AA
$18.1B
$372K 0.02%
+5,602
SEE
262
DELISTED
Sealed Air
SEE
$371K 0.02%
8,823
+3,051
COR icon
263
Cencora
COR
$54.8B
$370K 0.02%
+1,179
DKNG icon
264
DraftKings
DKNG
$14.4B
$370K 0.02%
17,093
+9,230
CVNA icon
265
Carvana
CVNA
$45.9B
$369K 0.02%
+5,875
MEDP icon
266
Medpace
MEDP
$13.3B
$364K 0.02%
759
-57
SF
267
Stifel
SF
$11.1B
$362K 0.02%
4,896
+1,572
DECK icon
268
Deckers Outdoor
DECK
$15.8B
$359K 0.02%
3,584
+1,448
HEI icon
269
HEICO Corp
HEI
$46.3B
$357K 0.02%
1,303
+211
TRV icon
270
Travelers Companies
TRV
$64.7B
$353K 0.02%
+1,210
UTHR icon
271
United Therapeutics
UTHR
$23.2B
$352K 0.02%
594
-30
KKR icon
272
KKR & Co
KKR
$86.4B
$352K 0.02%
+3,802
HLT icon
273
Hilton Worldwide
HLT
$78.8B
$350K 0.02%
+1,152
DRI icon
274
Darden Restaurants
DRI
$24.2B
$350K 0.02%
1,784
+153
CNQ icon
275
Canadian Natural Resources
CNQ
$94.5B
$350K 0.02%
+7,110
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