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
$439M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.14M
3
+$917K
4
DHI icon
D.R. Horton
DHI
+$368K
5
FCB
FCB Financial Holdings, Inc.
FCB
+$332K

Top Sells

1
+$2.79M
2
+$444K
3
+$305K
4
ASBB
ASB Bancorp Inc
ASBB
+$237K
5
CMG icon
Chipotle Mexican Grill
CMG
+$235K

Sector Composition

1 Financials 15.89%
2 Communication Services 15.89%
3 Consumer Staples 13.11%
4 Healthcare 10.98%
5 Technology 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.51M 0.8%
45,579
52
$3.46M 0.79%
56,574
+2,071
53
$3.41M 0.78%
39,698
54
$3.29M 0.75%
90,420
+1,803
55
$3.22M 0.73%
64,334
+493
56
$3.21M 0.73%
51,010
+359
57
$3.08M 0.7%
49,090
+72
58
$3.06M 0.7%
80,227
-1,980
59
$2.99M 0.68%
77,653
+549
60
$2.97M 0.68%
1,624
+38
61
$2.92M 0.67%
56,484
-1,645
62
$2.63M 0.6%
14,766
63
$2.38M 0.54%
70,855
-13,212
64
$2.33M 0.53%
75,186
-674
65
$2.17M 0.5%
64,115
-394
66
$2.06M 0.47%
28,722
+438
67
$1.99M 0.45%
110,139
-505
68
$1.97M 0.45%
6,860
69
$1.9M 0.43%
1,781
70
$1.88M 0.43%
18,500
+372
71
$1.84M 0.42%
39,715
-216
72
$1.79M 0.41%
28,247
-1,400
73
$1.74M 0.4%
16,638
74
$1.71M 0.39%
23,959
+208
75
$1.6M 0.37%
17,733
+50
1 2
3
4 5