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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
$1.56B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$12.8M
3
+$7.32M
4
LITE icon
Lumentum
LITE
+$2.24M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.97M

Top Sells

1
+$30.8M
2
+$30.5M
3
+$22.5M
4
PM icon
Philip Morris
PM
+$20.4M
5
CB icon
Chubb
CB
+$19.2M

Sector Composition

1 Technology 22.46%
2 Financials 13.48%
3 Industrials 12.08%
4 Consumer Discretionary 9.84%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
326
Accenture
ACN
$105B
$281K 0.02%
1,416
-518
BRO icon
327
Brown & Brown
BRO
$20.3B
$279K 0.02%
4,285
+1,047
VEA icon
328
Vanguard FTSE Developed Markets ETF
VEA
$230B
$278K 0.02%
4,344
-39
NYT icon
329
New York Times
NYT
$11.9B
$277K 0.02%
+3,312
GPIX icon
330
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.28B
$273K 0.02%
+5,462
RGA icon
331
Reinsurance Group of America
RGA
$13.8B
$272K 0.02%
1,333
+121
TMO icon
332
Thermo Fisher Scientific
TMO
$174B
$272K 0.02%
553
-507
APLS
333
DELISTED
Apellis Pharmaceuticals
APLS
$271K 0.02%
+6,748
SMCI icon
334
Super Micro Computer
SMCI
$18.3B
$271K 0.02%
11,882
+3,433
CCL icon
335
Carnival Corporation Ltd
CCL
$40.4B
$269K 0.02%
+10,399
ITOT icon
336
iShares Core S&P Total US Stock Market ETF
ITOT
$92.2B
$268K 0.02%
1,882
-99
KMX icon
337
CarMax
KMX
$7.27B
$267K 0.02%
+6,426
ASTS icon
338
AST SpaceMobile
ASTS
$24.6B
$266K 0.02%
+3,209
CI icon
339
Cigna
CI
$78.8B
$265K 0.02%
+993
GWW icon
340
W.W. Grainger
GWW
$62.1B
$263K 0.02%
+241
C icon
341
Citigroup
C
$238B
$262K 0.02%
2,314
-59
BBY icon
342
Best Buy
BBY
$16.6B
$262K 0.02%
4,024
-427
CCI icon
343
Crown Castle
CCI
$40.2B
$262K 0.02%
3,222
+313
WAT icon
344
Waters Corp
WAT
$34.9B
$261K 0.02%
+878
LH icon
345
Labcorp
LH
$21.8B
$259K 0.02%
970
-226
FBIZ icon
346
First Business Financial Services
FBIZ
$507M
$258K 0.02%
4,786
-2
OMC icon
347
Omnicom Group
OMC
$21.9B
$258K 0.02%
+3,383
PBE icon
348
Invesco Biotechnology & Genome ETF
PBE
$260M
$257K 0.02%
3,250
-150
VMC icon
349
Vulcan Materials
VMC
$37.2B
$257K 0.02%
+945
MLI icon
350
Mueller Industries
MLI
$15.3B
$257K 0.02%
2,318
+384
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