BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
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
+$11.9M
2
+$11.3M
3
+$9.52M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.02M

Top Sells

1
+$11.5M
2
+$8.35M
3
+$348K
4
ORLY icon
O'Reilly Automotive
ORLY
+$312K
5
MA icon
Mastercard
MA
+$259K

Sector Composition

1 Technology 22.03%
2 Financials 15.38%
3 Industrials 11.48%
4 Communication Services 10.17%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$256K 0.02%
+1,973
252
$254K 0.02%
6,800
253
$250K 0.02%
4,294
254
$250K 0.02%
4,382
+343
255
$248K 0.02%
+3,087
256
$247K 0.02%
+434
257
$246K 0.02%
3,094
+144
258
$243K 0.02%
551
+21
259
$242K 0.02%
592
260
$241K 0.02%
4,750
261
$241K 0.02%
+4,575
262
$239K 0.02%
5,200
-330
263
$238K 0.02%
+5,257
264
$236K 0.02%
1,694
265
$232K 0.02%
+2,845
266
$231K 0.02%
438
-1
267
$230K 0.02%
62
268
$229K 0.02%
+3,138
269
$229K 0.02%
2,442
270
$225K 0.02%
+6,137
271
$224K 0.02%
2,082
272
$220K 0.02%
5,870
273
$218K 0.02%
1,530
274
$218K 0.02%
3,400
275
$218K 0.02%
+3,064
8 9 10
11
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