BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$678M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.3M
3
+$1.13M
4
RTX icon
RTX Corp
RTX
+$1.08M
5
ADBE icon
Adobe
ADBE
+$796K

Top Sells

1
+$846K
2
+$700K
3
+$617K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$548K
5
ST icon
Sensata Technologies
ST
+$536K

Sector Composition

1 Technology 17.04%
2 Financials 16.42%
3 Healthcare 12.89%
4 Communication Services 11.36%
5 Consumer Staples 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
+100
477
$9K ﹤0.01%
+100
478
$9K ﹤0.01%
+500
479
$9K ﹤0.01%
+125
480
$9K ﹤0.01%
+34
481
$9K ﹤0.01%
+165
482
$9K ﹤0.01%
+531
483
$9K ﹤0.01%
+324
484
$9K ﹤0.01%
+1,000
485
$9K ﹤0.01%
+4,000
486
$9K ﹤0.01%
+650
487
$9K ﹤0.01%
+208
488
$9K ﹤0.01%
+175
489
$9K ﹤0.01%
+1,236
490
$8K ﹤0.01%
+276
491
$8K ﹤0.01%
+40
492
$8K ﹤0.01%
+144
493
$8K ﹤0.01%
+198
494
$8K ﹤0.01%
+200
495
$8K ﹤0.01%
+515
496
$8K ﹤0.01%
+140
497
$8K ﹤0.01%
+625
498
$8K ﹤0.01%
+68
499
$7K ﹤0.01%
+55
500
$7K ﹤0.01%
+450
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