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

Top Buys

1 +$12.6M
2 +$12.5M
3 +$8.85M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.12M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.3M

Top Sells

1 +$11.5M
2 +$6.81M
3 +$367K
4
ORLY icon
O'Reilly Automotive
ORLY
+$309K
5
MA icon
Mastercard
MA
+$264K

Sector Composition

1 Technology 22.03%
2 Financials 15.38%
3 Industrials 11.48%
4 Communication Services 10.17%
5 Consumer Discretionary 10.09%