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
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.9M
3
+$1.23M
4
EW icon
Edwards Lifesciences
EW
+$939K
5
HBAN icon
Huntington Bancshares
HBAN
+$783K

Top Sells

1
+$1.51M
2
+$1.03M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$504K
5
AAPL icon
Apple
AAPL
+$475K

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
AZO icon
251
AutoZone
AZO
$57.5B
$266K 0.02%
62
VEA icon
252
Vanguard FTSE Developed Markets ETF
VEA
$190B
$263K 0.02%
4,382
SU icon
253
Suncor Energy
SU
$53.1B
$259K 0.02%
6,195
+325
SOLV icon
254
Solventum
SOLV
$14.3B
$258K 0.02%
+3,541
DIA icon
255
SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.7B
$256K 0.02%
552
+1
K icon
256
Kellanova
K
$29B
$254K 0.02%
3,095
+1
HSIC icon
257
Henry Schein
HSIC
$9.05B
$252K 0.02%
3,803
+665
IOO icon
258
iShares Global 100 ETF
IOO
$8.09B
$250K 0.02%
2,082
MET icon
259
MetLife
MET
$53.9B
$247K 0.02%
2,998
-89
ETHW
260
Bitwise Ethereum ETF
ETHW
$365M
$246K 0.02%
+8,256
FBIZ icon
261
First Business Financial Services
FBIZ
$474M
$243K 0.02%
4,750
NUE icon
262
Nucor
NUE
$38.3B
$242K 0.02%
1,784
-189
CL icon
263
Colgate-Palmolive
CL
$62.8B
$242K 0.02%
3,022
PBE icon
264
Invesco Biotechnology & Genome ETF
PBE
$254M
$238K 0.02%
3,400
IBIT icon
265
iShares Bitcoin Trust
IBIT
$69.9B
$236K 0.02%
3,634
-1,272
AWK icon
266
American Water Works
AWK
$25.4B
$236K 0.02%
1,694
KVUE icon
267
Kenvue
KVUE
$33.5B
$235K 0.02%
14,449
-1,333
CNP icon
268
CenterPoint Energy
CNP
$24.6B
$234K 0.02%
6,043
-94
HTB
269
HomeTrust Bancshares
HTB
$776M
$233K 0.02%
5,700
-1,100
USMV icon
270
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$232K 0.02%
2,442
ORRF icon
271
Orrstown Financial Services
ORRF
$746M
$229K 0.02%
6,737
DRI icon
272
Darden Restaurants
DRI
$21.3B
$228K 0.02%
1,199
-15
INTU icon
273
Intuit
INTU
$187B
$228K 0.02%
334
-4
IBTH icon
274
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.83B
$228K 0.02%
10,104
+1,040
OKE icon
275
Oneok
OKE
$46.5B
$227K 0.02%
3,105
+260
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