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
$923M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$518K
3
+$498K
4
PYPL icon
PayPal
PYPL
+$490K
5
CRM icon
Salesforce
CRM
+$434K

Top Sells

1
+$1.13M
2
+$856K
3
+$788K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$570K
5
AAPL icon
Apple
AAPL
+$538K

Sector Composition

1 Technology 17.69%
2 Financials 16.18%
3 Healthcare 12.45%
4 Industrials 10.86%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.22%
82,467
+409
27
$10.9M 1.18%
50,969
+630
28
$10.8M 1.18%
91,623
-1,065
29
$10.2M 1.11%
38,157
+233
30
$10.2M 1.1%
37,250
+569
31
$10.2M 1.1%
46,908
-1,109
32
$9.79M 1.06%
99,847
-159
33
$9.65M 1.05%
30,211
+558
34
$9.31M 1.01%
93,135
+707
35
$9.24M 1%
30,865
-124
36
$8.9M 0.96%
89,852
+2,932
37
$8.51M 0.92%
52,523
+670
38
$8.37M 0.91%
32,258
-113
39
$8.21M 0.89%
135,569
+1,952
40
$8.13M 0.88%
70,262
+4,234
41
$7.93M 0.86%
41,421
+171
42
$7.93M 0.86%
24,024
+68
43
$7.58M 0.82%
41,296
+1,370
44
$7.37M 0.8%
16,171
+1,092
45
$7.23M 0.78%
423,699
-10,690
46
$7.21M 0.78%
87,838
-951
47
$7.15M 0.78%
34,860
+1,397
48
$6.91M 0.75%
73,533
+195
49
$6.61M 0.72%
40,743
-1,075
50
$6.44M 0.7%
58,065
+4,665
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