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
$319M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$283K
3
+$231K
4
AAL icon
American Airlines Group
AAL
+$219K
5
HD icon
Home Depot
HD
+$216K

Top Sells

1
+$802K
2
+$406K
3
+$346K
4
TROX icon
Tronox
TROX
+$329K
5
HRI icon
Herc Holdings
HRI
+$261K

Sector Composition

1 Communication Services 14.81%
2 Consumer Staples 13.39%
3 Technology 12.1%
4 Healthcare 10.87%
5 Financials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.78%
58,269
-655
52
$2.41M 0.75%
27,127
+854
53
$2.29M 0.72%
32,645
-158
54
$2.11M 0.66%
35,695
+805
55
$1.99M 0.62%
26,586
-3,484
56
$1.73M 0.54%
164,347
+7,480
57
$1.66M 0.52%
14,916
+500
58
$1.66M 0.52%
56,103
-1,562
59
$1.58M 0.5%
16,969
60
$1.51M 0.47%
23,129
61
$1.48M 0.46%
108,200
+4,850
62
$1.46M 0.46%
29,659
+956
63
$1.36M 0.43%
39,887
-4,744
64
$1.31M 0.41%
26,315
+357
65
$1.31M 0.41%
33,544
66
$1.31M 0.41%
1,917
67
$1.3M 0.41%
51,402
-675
68
$1.2M 0.38%
86,608
-800
69
$1.19M 0.37%
16,888
70
$1.18M 0.37%
21,841
+2,057
71
$1.14M 0.36%
5,871
+840
72
$1.13M 0.35%
5
73
$1.11M 0.35%
10,166
74
$1.1M 0.35%
29,834
75
$1.07M 0.34%
8,234
-100
1 2
3
4 5