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
$288M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.02M
3
+$414K
4
HBAN icon
Huntington Bancshares
HBAN
+$339K
5
MRK icon
Merck
MRK
+$305K

Top Sells

1
+$1.25M
2
+$664K
3
+$656K
4
LBTYA icon
Liberty Global Class A
LBTYA
+$435K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$254K

Sector Composition

1 Communication Services 15.57%
2 Consumer Staples 13.73%
3 Energy 11.81%
4 Industrials 11.17%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.72%
31,090
+1,990
52
$1.8M 0.62%
14,416
53
$1.79M 0.62%
58,635
-467
54
$1.75M 0.61%
67,929
+1,795
55
$1.67M 0.58%
32,203
+1,793
56
$1.58M 0.55%
43,058
-34,052
57
$1.53M 0.53%
16,969
-300
58
$1.47M 0.51%
34,817
-1,065
59
$1.41M 0.49%
36,625
+1,033
60
$1.36M 0.47%
26,529
-452
61
$1.35M 0.47%
51,056
-248
62
$1.33M 0.46%
7,121
+1,600
63
$1.3M 0.45%
91,403
-2,300
64
$1.29M 0.45%
20,852
-102
65
$1.18M 0.41%
17,365
+114
66
$1.16M 0.4%
8,954
-100
67
$1.15M 0.4%
1,932
68
$1.13M 0.39%
34,162
+12,580
69
$1.08M 0.38%
108,603
+33,987
70
$1.07M 0.37%
16,888
71
$1.06M 0.37%
28,443
72
$1.02M 0.36%
23,010
-540
73
$1.02M 0.35%
23,090
-1,000
74
$1.01M 0.35%
89,000
+2,500
75
$984K 0.34%
28,916
-400
1 2
3
4 5