BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Est. Return
20.47%
1 Year Est. Return
+20.47%
AUM
$1.16B
AUM Growth
-$10.3M
(-0.88%)
Holding
253
Top Buys
| 1 | +$7.19M | |
| 2 | +$6.31M | |
| 3 | +$1.28M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.01M |
| 5 |
Eaton
ETN
|
+$895K |
Top Sells
| 1 | +$8.98M | |
| 2 | +$6.1M | |
| 3 | +$631K | |
| 4 |
O'Reilly Automotive
ORLY
|
+$527K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
AmeriServ Financial
ASRV
$53.2M
| $26.7K | ﹤0.01% |
11,000
|
|
||
252
Vanguard Short-Term Bond ETF
BSV
$39B
| – | – |
-4,093
|
|