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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
HPE icon
376
Hewlett Packard
HPE
$63.8B
$235K 0.02%
+9,880
CF icon
377
CF Industries
CF
$16.8B
$235K 0.02%
+1,810
DOV icon
378
Dover
DOV
$29.3B
$234K 0.02%
1,124
DASH icon
379
DoorDash
DASH
$65.6B
$233K 0.01%
1,549
+490
APG icon
380
APi Group
APG
$18.3B
$232K 0.01%
5,736
-64
IBTH icon
381
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.19B
$232K 0.01%
10,356
+100
MDB icon
382
MongoDB
MDB
$27.6B
$232K 0.01%
+947
RRC icon
383
Range Resources
RRC
$9.09B
$231K 0.01%
5,122
-1,152
THC icon
384
Tenet Healthcare
THC
$15B
$231K 0.01%
1,223
+141
DINO icon
385
HF Sinclair
DINO
$12.8B
$230K 0.01%
+3,687
BSY icon
386
Bentley Systems
BSY
$9.32B
$230K 0.01%
+6,543
USMV icon
387
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$226K 0.01%
2,442
KMB icon
388
Kimberly-Clark
KMB
$34B
$226K 0.01%
2,306
-181
ARW icon
389
Arrow Electronics
ARW
$11.6B
$226K 0.01%
1,573
-257
GM icon
390
General Motors
GM
$73.5B
$225K 0.01%
+3,025
ELS icon
391
Equity Lifestyle Properties
ELS
$12.6B
$222K 0.01%
3,494
-404
CR icon
392
Crane Co
CR
$11.9B
$222K 0.01%
1,297
+193
NOBL icon
393
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$221K 0.01%
4,178
EVR icon
394
Evercore
EVR
$13.8B
$221K 0.01%
+741
EVRG icon
395
Evergy
EVRG
$19.3B
$220K 0.01%
+2,685
HII icon
396
Huntington Ingalls Industries
HII
$11.7B
$218K 0.01%
+575
SITE icon
397
SiteOne Landscape Supply
SITE
$4.72B
$218K 0.01%
+1,637
BBWI icon
398
Bath & Body Works
BBWI
$3.91B
$216K 0.01%
+11,592
CIEN icon
399
Ciena
CIEN
$63.1B
$215K 0.01%
+554
EXC icon
400
Exelon
EXC
$47.3B
$215K 0.01%
4,382
-4,685
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