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
$319M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$283K
3
+$231K
4
AAL icon
American Airlines Group
AAL
+$219K
5
HD icon
Home Depot
HD
+$216K

Top Sells

1
+$802K
2
+$406K
3
+$346K
4
TROX icon
Tronox
TROX
+$329K
5
HRI icon
Herc Holdings
HRI
+$261K

Sector Composition

1 Communication Services 14.81%
2 Consumer Staples 13.39%
3 Technology 12.1%
4 Healthcare 10.87%
5 Financials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05M 1.27%
27,225
+578
27
$4.01M 1.26%
38,576
-160
28
$3.93M 1.23%
57,112
+200
29
$3.87M 1.21%
301,530
-225
30
$3.78M 1.18%
71,786
+1,491
31
$3.73M 1.17%
48,463
-1,525
32
$3.73M 1.17%
79,628
-1,910
33
$3.49M 1.09%
37,861
+1,460
34
$3.46M 1.09%
26,727
+915
35
$3.43M 1.08%
25,269
+999
36
$3.4M 1.07%
45,202
+50
37
$3.35M 1.05%
92,713
-3,828
38
$3.27M 1.03%
62,460
+689
39
$3.22M 1.01%
20,975
+388
40
$3.14M 0.98%
58,913
-368
41
$3.07M 0.96%
27,587
+230
42
$3.04M 0.95%
128,537
+1,438
43
$3.01M 0.94%
74,262
+1,350
44
$2.94M 0.92%
65,269
+10,910
45
$2.94M 0.92%
46,919
+1,830
46
$2.8M 0.88%
40,510
+1,798
47
$2.79M 0.88%
29,812
-32
48
$2.65M 0.83%
66,664
+7,113
49
$2.49M 0.78%
40,376
+2,215
50
$2.48M 0.78%
68,379
+3,350
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2
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