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
$371M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$772K
3
+$670K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$548K
5
HBAN icon
Huntington Bancshares
HBAN
+$392K

Top Sells

1
+$729K
2
+$216K
3
+$204K
4
DISH
DISH Network Corp.
DISH
+$196K
5
VOD icon
Vodafone
VOD
+$169K

Sector Composition

1 Communication Services 17.13%
2 Consumer Staples 15.02%
3 Financials 12.4%
4 Healthcare 11.14%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.78%
48,439
+1,155
52
$2.81M 0.76%
52,113
+4,278
53
$2.75M 0.74%
17,037
+960
54
$2.68M 0.72%
42,171
-1,160
55
$2.57M 0.69%
260,639
+39,708
56
$2.48M 0.67%
61,749
+7,185
57
$2.43M 0.66%
44,603
+860
58
$2.39M 0.64%
72,530
-2,369
59
$2.27M 0.61%
33,910
+1,094
60
$2.19M 0.59%
77,567
+9,122
61
$2.15M 0.58%
49,568
+5,176
62
$2.15M 0.58%
66,787
+5,669
63
$2.1M 0.57%
44,101
+44
64
$1.96M 0.53%
70,085
+5,779
65
$1.88M 0.51%
29,647
+1,000
66
$1.83M 0.49%
14,966
67
$1.65M 0.45%
1,781
68
$1.54M 0.42%
16,888
69
$1.53M 0.41%
7,143
70
$1.45M 0.39%
40,764
-802
71
$1.38M 0.37%
25,482
-764
72
$1.32M 0.36%
156,150
+12,450
73
$1.21M 0.33%
18,818
+590
74
$1.11M 0.3%
11,476
+850
75
$1.11M 0.3%
8,221
+1,500
1 2
3
4 5