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
$831M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.4M
3
+$1.06M
4
AVGO icon
Broadcom
AVGO
+$861K
5
MCD icon
McDonald's
MCD
+$597K

Top Sells

1
+$1.75M
2
+$705K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$427K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$422K

Sector Composition

1 Financials 16.76%
2 Technology 14.93%
3 Healthcare 13.23%
4 Industrials 11.76%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.27%
45,464
-541
27
$10.5M 1.26%
95,564
+1,346
28
$10M 1.2%
30,667
+1,063
29
$9.97M 1.2%
118,672
-5,082
30
$9.94M 1.2%
31,464
+489
31
$9.68M 1.17%
95,966
+2,376
32
$9.64M 1.16%
39,416
+1,004
33
$9.58M 1.15%
120,356
+2,566
34
$9.57M 1.15%
99,604
+1,343
35
$9.47M 1.14%
39,097
+1,264
36
$9.43M 1.14%
91,920
+297
37
$8.87M 1.07%
25,823
+842
38
$8.74M 1.05%
117,124
+1,713
39
$8.39M 1.01%
40,534
+1,325
40
$8.27M 1%
81,749
+2,219
41
$7.95M 0.96%
31,247
-138
42
$7.79M 0.94%
40,879
+735
43
$7.63M 0.92%
46,173
+1,930
44
$6.67M 0.8%
54,692
+3,676
45
$6.36M 0.77%
39,363
-518
46
$6.14M 0.74%
11,259
-80
47
$6.01M 0.72%
20,036
+1,228
48
$5.88M 0.71%
17,480
+626
49
$5.87M 0.71%
48,747
-5,859
50
$5.78M 0.7%
44,648
+1,368
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