BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.23M
3
+$996K
4
RRC icon
Range Resources
RRC
+$854K
5
KO icon
Coca-Cola
KO
+$455K

Top Sells

1
+$3.47M
2
+$979K
3
+$418K
4
BBT
Beacon Financial Corp
BBT
+$307K
5
VTV icon
Vanguard Value ETF
VTV
+$255K

Sector Composition

1 Communication Services 15.87%
2 Consumer Staples 14.73%
3 Energy 12.26%
4 Industrials 11.15%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 1.23%
93,705
+4,135
27
$3.1M 1.22%
36,652
+180
28
$3M 1.18%
24,976
+427
29
$2.9M 1.14%
25,557
+1,000
30
$2.86M 1.12%
59,681
+100
31
$2.84M 1.12%
60,848
+1,470
32
$2.81M 1.11%
78,483
33
$2.81M 1.11%
119,850
+16,979
34
$2.76M 1.09%
25,070
+1,215
35
$2.7M 1.06%
44,284
-6,853
36
$2.63M 1.04%
55,338
-2,975
37
$2.56M 1.01%
72,026
-1,234
38
$2.53M 1%
297,840
+6,165
39
$2.46M 0.97%
25,590
+1,810
40
$2.44M 0.96%
75,361
-1,280
41
$2.42M 0.95%
34,792
+2,676
42
$2.34M 0.92%
60,685
+6,990
43
$2.34M 0.92%
24,062
+738
44
$2.3M 0.9%
23,594
+820
45
$2.23M 0.88%
+33,542
46
$2.23M 0.88%
24,375
+809
47
$2.17M 0.85%
56,718
+1,669
48
$1.91M 0.75%
34,383
+1,159
49
$1.89M 0.74%
52,853
+2,837
50
$1.87M 0.73%
28,863
+1,650
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