BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.31M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.01M
5
ETN icon
Eaton
ETN
+$895K

Top Sells

1
+$8.98M
2
+$6.1M
3
+$631K
4
ORLY icon
O'Reilly Automotive
ORLY
+$527K
5
AVGO icon
Broadcom
AVGO
+$522K

Sector Composition

1 Technology 20.62%
2 Financials 16.81%
3 Consumer Discretionary 11.24%
4 Industrials 10.47%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 1.37%
42,663
+246
27
$14.6M 1.26%
162,763
+920
28
$14.1M 1.22%
30,353
+104
29
$13.7M 1.18%
25,077
-24
30
$13.5M 1.16%
101,422
+6,451
31
$13.4M 1.15%
42,667
+266
32
$12.9M 1.11%
179,703
-2,576
33
$12.8M 1.1%
129,242
+2,021
34
$12.1M 1.05%
23,190
-81
35
$11.9M 1.03%
43,902
+3,294
36
$11.6M 1%
17,113
+314
37
$11.6M 1%
147,306
+12,843
38
$11.5M 0.99%
165,538
+670
39
$11.2M 0.97%
30,609
+244
40
$10.8M 0.93%
45,841
+526
41
$10.8M 0.93%
102,817
-790
42
$10.8M 0.93%
139,217
+2,764
43
$10.5M 0.9%
26,259
+596
44
$9.96M 0.86%
66,411
-423
45
$9.93M 0.85%
137,018
+1,281
46
$9.3M 0.8%
39,893
-353
47
$8.35M 0.72%
21,767
+1,056
48
$8.09M 0.7%
101,055
+5,130
49
$7.95M 0.68%
62,511
+4,443
50
$7.36M 0.63%
35,117
+5
1
2
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