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
$783M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.08M
4
TSM icon
TSMC
TSM
+$874K
5
RTX icon
RTX Corp
RTX
+$674K

Top Sells

1
+$1.23M
2
+$774K
3
+$696K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$544K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$437K

Sector Composition

1 Technology 17.37%
2 Financials 16.92%
3 Healthcare 12.43%
4 Communication Services 12.08%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.17M 0.66%
87,961
-2,225
52
$4.97M 0.64%
72,145
-201
53
$4.9M 0.63%
109,517
-27,547
54
$4.53M 0.58%
74,980
-4,551
55
$4.47M 0.57%
58,166
56
$4.29M 0.55%
40,005
-1,305
57
$4.09M 0.52%
233,425
-3,852
58
$4M 0.51%
55,883
+9,428
59
$3.94M 0.5%
181,207
-3,989
60
$3.87M 0.49%
8,973
+653
61
$3.8M 0.49%
300,802
-28,851
62
$3.76M 0.48%
49,966
-990
63
$3.69M 0.47%
20,295
-19
64
$3.64M 0.46%
91,005
-4,086
65
$3.6M 0.46%
11,829
66
$3.48M 0.44%
10
67
$3.46M 0.44%
13,787
68
$3.18M 0.41%
51,251
-1,811
69
$3.16M 0.4%
59,884
-7,152
70
$3.1M 0.4%
21,211
-287
71
$3.08M 0.39%
17,485
-460
72
$3.04M 0.39%
82,474
-3,657
73
$2.97M 0.38%
25,695
+50
74
$2.87M 0.37%
13,602
+5,128
75
$2.85M 0.36%
10,600
-100
1 2
3
4 5