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
$371M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$772K
3
+$670K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$548K
5
HBAN icon
Huntington Bancshares
HBAN
+$392K

Top Sells

1
+$729K
2
+$216K
3
+$204K
4
DISH
DISH Network Corp.
DISH
+$196K
5
VOD icon
Vodafone
VOD
+$169K

Sector Composition

1 Communication Services 17.13%
2 Consumer Staples 15.02%
3 Financials 12.4%
4 Healthcare 11.14%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.97M 1.34%
57,489
+138
27
$4.94M 1.33%
68,437
+1,472
28
$4.93M 1.33%
122,540
+3,040
29
$4.79M 1.29%
36,352
+450
30
$4.62M 1.25%
40,058
+1,206
31
$4.61M 1.24%
26,295
-218
32
$4.5M 1.21%
115,720
+1,540
33
$4.3M 1.16%
44,464
+134
34
$4.19M 1.13%
80,592
+1,562
35
$4.08M 1.1%
37,297
+918
36
$4.04M 1.09%
31,560
+114
37
$3.81M 1.03%
25,098
+1,363
38
$3.8M 1.03%
57,095
+2,559
39
$3.73M 1.01%
30,882
+299
40
$3.71M 1%
78,308
+15
41
$3.69M 1%
77,264
+1,702
42
$3.66M 0.99%
86,510
+3,473
43
$3.56M 0.96%
37,256
-650
44
$3.54M 0.96%
55,409
-3,195
45
$3.54M 0.95%
47,634
+330
46
$3.43M 0.93%
141,787
+5,475
47
$3.19M 0.86%
81,213
-200
48
$3.17M 0.86%
84,093
+4,298
49
$2.93M 0.79%
75,590
+1,273
50
$2.89M 0.78%
70,525
-287
1
2
3 4 5