BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.83M
3
+$1.2M
4
EW icon
Edwards Lifesciences
EW
+$944K
5
HBAN icon
Huntington Bancshares
HBAN
+$775K

Top Sells

1
+$1.4M
2
+$1.01M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$471K
5
AAPL icon
Apple
AAPL
+$421K

Sector Composition

1 Technology 23.01%
2 Financials 14.76%
3 Industrials 11.47%
4 Communication Services 10.5%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.6M 1.15%
98,587
+1,744
27
$16.6M 1.15%
58,821
+907
28
$16.5M 1.14%
54,326
+1,119
29
$16.3M 1.13%
44,221
+862
30
$15.8M 1.09%
66,519
-194
31
$15.7M 1.09%
101,182
+582
32
$15.2M 1.05%
132,929
+1,538
33
$15.1M 1.04%
189,138
+30,332
34
$14.7M 1.02%
30,944
+373
35
$14.3M 0.99%
106,588
+2,557
36
$14M 0.97%
116,106
-727
37
$13.4M 0.92%
64,783
+871
38
$13M 0.9%
154,887
-12,251
39
$13M 0.9%
32,009
+88
40
$11.9M 0.82%
152,746
+12,078
41
$11.6M 0.8%
175,456
-4,323
42
$11.3M 0.78%
47,841
+654
43
$11M 0.76%
65,034
-1,329
44
$10.1M 0.7%
40,364
-319
45
$9.98M 0.69%
27,977
+1,261
46
$9.91M 0.69%
104,803
+2,406
47
$9.05M 0.63%
64,446
-816
48
$8.84M 0.61%
38,190
+261
49
$8.58M 0.59%
85,853
+827
50
$8.26M 0.57%
23,419
+35
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