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
$439M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.14M
3
+$917K
4
DHI icon
D.R. Horton
DHI
+$368K
5
FCB
FCB Financial Holdings, Inc.
FCB
+$332K

Top Sells

1
+$2.79M
2
+$444K
3
+$305K
4
ASBB
ASB Bancorp Inc
ASBB
+$237K
5
CMG icon
Chipotle Mexican Grill
CMG
+$235K

Sector Composition

1 Financials 15.89%
2 Communication Services 15.89%
3 Consumer Staples 13.11%
4 Healthcare 10.98%
5 Technology 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.94M 1.35%
200,718
-1,959
27
$5.78M 1.32%
79,653
+635
28
$5.52M 1.26%
32,834
+868
29
$5.5M 1.25%
57,594
+45
30
$5.4M 1.23%
112,620
-1,880
31
$5.31M 1.21%
27,763
+360
32
$4.94M 1.13%
77,193
-22
33
$4.77M 1.09%
89,458
+847
34
$4.77M 1.09%
+69,444
35
$4.76M 1.09%
30,755
+523
36
$4.76M 1.08%
49,171
+1,006
37
$4.58M 1.05%
38,184
-102
38
$4.57M 1.04%
32,731
-48
39
$4.57M 1.04%
39,443
-306
40
$4.56M 1.04%
78,746
-758
41
$4.47M 1.02%
57,430
+522
42
$4.36M 0.99%
303,825
+3,090
43
$4.29M 0.98%
18,104
+209
44
$4.28M 0.98%
89,077
+1,084
45
$4.22M 0.96%
159,985
+2,421
46
$4M 0.91%
75,368
-2,845
47
$3.95M 0.9%
36,219
-25
48
$3.85M 0.88%
60,365
+2,193
49
$3.72M 0.85%
75,253
+84
50
$3.59M 0.82%
25,904
-52
1
2
3 4 5