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
$889M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$796K
3
+$760K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$672K
5
PM icon
Philip Morris
PM
+$616K

Top Sells

1
+$457K
2
+$397K
3
+$362K
4
DHI icon
D.R. Horton
DHI
+$292K
5
ABT icon
Abbott
ABT
+$280K

Sector Composition

1 Technology 17.26%
2 Financials 16.97%
3 Communication Services 12.11%
4 Healthcare 11.91%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.14%
88,010
+689
27
$9.93M 1.12%
117,051
+1,122
28
$9.93M 1.12%
30,241
+773
29
$9.87M 1.11%
37,432
+17
30
$9.47M 1.07%
100,504
+135
31
$9.27M 1.04%
91,370
+377
32
$9.03M 1.02%
41,072
+497
33
$9.01M 1.01%
23,842
-14
34
$8.75M 0.99%
132,664
+659
35
$8.74M 0.98%
29,794
+131
36
$8.56M 0.96%
14,869
-55
37
$8.44M 0.95%
48,671
+1,175
38
$8.42M 0.95%
143,200
-109
39
$8.35M 0.94%
49,328
-270
40
$7.79M 0.88%
32,481
+822
41
$7.54M 0.85%
39,242
+358
42
$7.27M 0.82%
32,387
-17
43
$7.1M 0.8%
82,621
+1,835
44
$7.06M 0.79%
36,003
+641
45
$7.04M 0.79%
447,794
-4,610
46
$6.63M 0.75%
52,851
+107
47
$6.56M 0.74%
69,177
+6,496
48
$6.55M 0.74%
87,192
+1,529
49
$6.34M 0.71%
24,253
-1,519
50
$6.26M 0.7%
92,377
+853
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