BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.23M
3
+$996K
4
RRC icon
Range Resources
RRC
+$854K
5
KO icon
Coca-Cola
KO
+$455K

Top Sells

1
+$3.47M
2
+$979K
3
+$418K
4
BBT
Beacon Financial Corp
BBT
+$307K
5
VTV icon
Vanguard Value ETF
VTV
+$255K

Sector Composition

1 Communication Services 15.87%
2 Consumer Staples 14.73%
3 Energy 12.26%
4 Industrials 11.15%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.72%
35,530
+5,242
52
$1.64M 0.64%
60,075
+1,209
53
$1.54M 0.61%
14,416
54
$1.53M 0.6%
35,477
+280
55
$1.53M 0.6%
66,564
+3,375
56
$1.35M 0.53%
52,777
+205
57
$1.3M 0.51%
17,269
58
$1.3M 0.51%
28,168
+2,419
59
$1.22M 0.48%
27,181
60
$1.22M 0.48%
33,366
-200
61
$1.16M 0.46%
101,703
-1,000
62
$1.15M 0.45%
9,304
+60
63
$1.13M 0.44%
24,090
64
$1.13M 0.44%
17,707
+1,771
65
$1.06M 0.42%
18,154
+700
66
$1.03M 0.41%
31,067
+3,436
67
$1.01M 0.4%
6,021
+250
68
$1.01M 0.4%
1,942
69
$996K 0.39%
+29,834
70
$977K 0.38%
28,443
+900
71
$961K 0.38%
36,757
72
$863K 0.34%
23,550
+831
73
$854K 0.34%
+11,250
74
$845K 0.33%
26,889
+1,500
75
$840K 0.33%
8,086
+650
1 2
3
4 5