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
$783M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.08M
4
TSM icon
TSMC
TSM
+$874K
5
RTX icon
RTX Corp
RTX
+$674K

Top Sells

1
+$1.23M
2
+$774K
3
+$696K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$544K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$437K

Sector Composition

1 Technology 17.37%
2 Financials 16.92%
3 Healthcare 12.43%
4 Communication Services 12.08%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.14M 1.17%
133,919
-915
27
$8.97M 1.15%
36,616
-176
28
$8.32M 1.06%
56,650
-1,297
29
$8.3M 1.06%
103,303
-158
30
$8.18M 1.04%
33,487
-1,017
31
$8.13M 1.04%
30,844
-521
32
$8.1M 1.04%
29,701
-454
33
$7.92M 1.01%
37,014
+1,039
34
$7.79M 1%
51,173
-1,124
35
$7.46M 0.95%
109,158
-486
36
$7.43M 0.95%
32,735
-16
37
$7.38M 0.94%
87,395
-1,170
38
$7.37M 0.94%
27,742
+300
39
$7.27M 0.93%
47,207
-951
40
$7.05M 0.9%
14,090
+358
41
$6.98M 0.89%
33,507
+1,039
42
$6.26M 0.8%
23,759
-68
43
$6.25M 0.8%
471,376
+1,430
44
$6.23M 0.8%
79,796
+3,755
45
$6.18M 0.79%
52,759
-1,568
46
$5.84M 0.75%
35,606
+1,053
47
$5.75M 0.73%
139,428
-4,631
48
$5.6M 0.72%
112,462
-15,543
49
$5.42M 0.69%
67,509
-719
50
$5.19M 0.66%
62,725
-1,935
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