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
$1.54B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$24.9M
3
+$24.8M
4
BSX icon
Boston Scientific
BSX
+$21.3M
5
PM icon
Philip Morris
PM
+$18.6M

Top Sells

1
+$11.4M
2
+$7.58M
3
+$7.01M
4
IR icon
Ingersoll Rand
IR
+$6.45M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$3.41M

Sector Composition

1 Technology 22.84%
2 Financials 14.61%
3 Industrials 11.24%
4 Communication Services 10.75%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNP icon
351
CenterPoint Energy
CNP
$28.1B
$232K 0.02%
12,100
+6,057
AXS icon
352
AXIS Capital
AXS
$7.44B
$232K 0.02%
+2,154
AVAV icon
353
AeroVironment
AVAV
$9.73B
$231K 0.02%
954
+96
IBTH icon
354
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.13B
$230K 0.02%
10,256
+152
IDXX icon
355
Idexx Laboratories
IDXX
$45.1B
$230K 0.02%
+340
USMV icon
356
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$230K 0.02%
2,442
LKQ icon
357
LKQ Corp
LKQ
$7.95B
$229K 0.01%
+7,586
FBTC icon
358
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.1B
$229K 0.01%
2,998
-182
IBB icon
359
iShares Biotechnology ETF
IBB
$8.07B
$228K 0.01%
+1,350
USFD icon
360
US Foods
USFD
$20B
$224K 0.01%
+2,976
MLI icon
361
Mueller Industries
MLI
$15.1B
$222K 0.01%
+1,934
APG icon
362
APi Group
APG
$21B
$222K 0.01%
+5,800
DECK icon
363
Deckers Outdoor
DECK
$15.2B
$221K 0.01%
+2,136
RRC icon
364
Range Resources
RRC
$9.95B
$221K 0.01%
+6,274
O icon
365
Realty Income
O
$59.3B
$220K 0.01%
+3,904
DOV icon
366
Dover
DOV
$30.5B
$219K 0.01%
+1,124
EG icon
367
Everest Group
EG
$13.7B
$219K 0.01%
+644
OKE icon
368
Oneok
OKE
$56.6B
$218K 0.01%
2,969
-136
G icon
369
Genpact
G
$5.76B
$218K 0.01%
+4,654
NOBL icon
370
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$217K 0.01%
2,089
WSBC icon
371
WesBanco
WSBC
$3.32B
$215K 0.01%
+6,457
THC icon
372
Tenet Healthcare
THC
$16.3B
$215K 0.01%
+1,082
IR icon
373
Ingersoll Rand
IR
$31.8B
$213K 0.01%
2,692
-81,669
EXPE icon
374
Expedia Group
EXPE
$29.7B
$213K 0.01%
+751
ARMK icon
375
Aramark
ARMK
$12B
$212K 0.01%
+5,742
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