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
$311M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.19M
3
+$2.84M
4
VOD icon
Vodafone
VOD
+$1.41M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$961K

Top Sells

1
+$494K
2
+$484K
3
+$320K
4
HD icon
Home Depot
HD
+$234K
5
FUN icon
Cedar Fair
FUN
+$218K

Sector Composition

1 Communication Services 14.81%
2 Consumer Staples 13.04%
3 Technology 12.69%
4 Financials 11.52%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 1.29%
59,905
+1,192
27
$3.95M 1.27%
+121,481
28
$3.83M 1.23%
29,164
+604
29
$3.69M 1.19%
79,187
-14
30
$3.56M 1.15%
40,660
+831
31
$3.49M 1.12%
71,183
+2,912
32
$3.49M 1.12%
25,226
-420
33
$3.4M 1.09%
38,276
+100
34
$3.37M 1.08%
45,442
+1,109
35
$3.35M 1.08%
63,434
+401
36
$3.32M 1.07%
86,213
-2,300
37
$3.31M 1.07%
48,849
+153
38
$3.3M 1.06%
21,220
+251
39
$3.29M 1.06%
27,487
+318
40
$3.25M 1.04%
127,983
+903
41
$3.23M 1.04%
57,921
+36
42
$3.19M 1.03%
+74,256
43
$3.17M 1.02%
33,322
+2,346
44
$3.06M 0.99%
45,803
-935
45
$2.92M 0.94%
44,602
46
$2.84M 0.91%
+29,299
47
$2.79M 0.9%
73,461
+5,907
48
$2.56M 0.82%
41,672
+70
49
$2.41M 0.78%
11,559
+2,725
50
$2.39M 0.77%
30,075
+781
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