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
$281M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$671K
2
+$317K
3
+$257K
4
NKE icon
Nike
NKE
+$230K
5
TROX icon
Tronox
TROX
+$222K

Top Sells

1
+$406K
2
+$364K
3
+$337K
4
BCSB
BCSB BANCORP INC COM STK
BCSB
+$215K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$200K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.08%
3 Energy 11.7%
4 Industrials 11.63%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 1.25%
54,543
+425
27
$3.23M 1.15%
24,881
-95
28
$3.15M 1.12%
26,537
+980
29
$3.09M 1.1%
77,110
-1,373
30
$3.05M 1.08%
36,362
-290
31
$3.03M 1.08%
44,479
+195
32
$3.02M 1.07%
61,388
+540
33
$2.97M 1.06%
59,481
-200
34
$2.93M 1.04%
34,092
+550
35
$2.92M 1.04%
24,920
-150
36
$2.87M 1.02%
71,317
-709
37
$2.74M 0.97%
118,693
-1,157
38
$2.71M 0.97%
54,788
-550
39
$2.64M 0.94%
74,171
-1,190
40
$2.64M 0.94%
24,053
-9
41
$2.59M 0.92%
24,675
+300
42
$2.57M 0.91%
26,515
+925
43
$2.55M 0.91%
297,540
-300
44
$2.53M 0.9%
23,492
-102
45
$2.52M 0.89%
61,040
+355
46
$2.48M 0.88%
35,092
+300
47
$2.21M 0.79%
57,043
+325
48
$2.12M 0.75%
34,330
-53
49
$2.12M 0.75%
36,200
+670
50
$2.04M 0.73%
29,100
+237
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