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
526
$5K ﹤0.01%
+200
527
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+300
528
$5K ﹤0.01%
+308
529
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530
$5K ﹤0.01%
+224
531
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532
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533
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534
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+334
535
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536
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+300
537
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538
$5K ﹤0.01%
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539
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540
$5K ﹤0.01%
+287
541
$5K ﹤0.01%
+115
542
$5K ﹤0.01%
+7,500
543
$4K ﹤0.01%
+25
544
$4K ﹤0.01%
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545
$4K ﹤0.01%
+41
546
$4K ﹤0.01%
+90
547
$4K ﹤0.01%
+105
548
$4K ﹤0.01%
+200
549
$4K ﹤0.01%
+50
550
$4K ﹤0.01%
+240
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