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
276
$221K 0.02%
4,576
-113
277
$215K 0.01%
+2,089
278
$214K 0.01%
5,468
+121
279
$213K 0.01%
+1,040
280
$212K 0.01%
+4,178
281
$208K 0.01%
6,807
-4,875
282
$200K 0.01%
+6,149
283
$143K 0.01%
11,933
284
$140K 0.01%
15,350
285
$114K 0.01%
114,132
-8,355
286
– –
-19,368
287
– –
-592
288
– –
-1,530
289
– –
-8,850
290
– –
-14,597
291
– –
-5,865
292
– –
-1,567
293
– –
-3,064
294
– –
-776
295
– –
-5,200
296
– –
-438
8 9 10 11
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