BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.56B
1-Year Est. Return
26.01%
This Fund
S&P 500
1 Year Est. Return
+26.01%
AUM
$1.56B
AUM Growth
+$24M
(+1.6%)
Holding
482
Top Buys
| 1 | +$17.6M | |
| 2 | +$12.8M | |
| 3 | +$7.32M | |
| 4 |
Lumentum
LITE
|
+$2.24M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.97M |
Top Sells
| 1 | +$30.8M | |
| 2 | +$30.5M | |
| 3 | +$22.5M | |
| 4 |
Philip Morris
PM
|
+$20.4M |
| 5 |
Chubb
CB
|
+$19.2M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 13.48% |
| 3 | Industrials | 12.08% |
| 4 | Consumer Discretionary | 9.84% |
| 5 | Communication Services | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Starbucks
SBUX
$111B
| – | – |
-3,766
|
|
||
477
Suncor Energy
SU
$77.4B
| – | – |
-6,195
|
|
||
478
US Foods
USFD
$20B
| – | – |
-2,976
|
|
||
479
WEC Energy
WEC
$37.5B
| – | – |
-2,814
|
|
||
480
Wingstop
WING
$4.73B
| – | – |
-1,309
|
|
||
|
ETHA
481
iShares Ethereum Trust ETF
ETHA
$7.67B
| – | – |
-9,126
|
|
||
|
XYZ
482
Block Inc
XYZ
$41.4B
| – | – |
-4,296
|
|