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

Top Buys

1
+$2.41M
2
+$1.83M
3
+$1.2M
4
EW icon
Edwards Lifesciences
EW
+$944K
5
HBAN icon
Huntington Bancshares
HBAN
+$775K

Top Sells

1
+$1.4M
2
+$1.01M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$471K
5
AAPL icon
Apple
AAPL
+$421K

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
251
$266K 0.02%
62
252
$263K 0.02%
4,382
253
$259K 0.02%
6,195
+325
254
$258K 0.02%
+3,541
255
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552
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256
$254K 0.02%
3,095
+1
257
$252K 0.02%
3,803
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258
$250K 0.02%
2,082
259
$247K 0.02%
2,998
-89
260
$246K 0.02%
+8,256
261
$243K 0.02%
4,750
262
$242K 0.02%
1,784
-189
263
$242K 0.02%
3,022
264
$238K 0.02%
3,400
265
$236K 0.02%
3,634
-1,272
266
$236K 0.02%
1,694
267
$235K 0.02%
14,449
-1,333
268
$234K 0.02%
6,043
-94
269
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5,700
-1,100
270
$232K 0.02%
2,442
271
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6,737
272
$228K 0.02%
1,199
-15
273
$228K 0.02%
334
-4
274
$228K 0.02%
10,104
+1,040
275
$227K 0.02%
3,105
+260
8 9 10
11
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