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
$884M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.13M
3
+$1.06M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$813K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$790K

Top Sells

1
+$776K
2
+$710K
3
+$601K
4
CSCO icon
Cisco
CSCO
+$483K
5
CPAY icon
Corpay
CPAY
+$395K

Sector Composition

1 Financials 17.27%
2 Technology 17.15%
3 Communication Services 12.13%
4 Healthcare 11.74%
5 Industrials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.57M 0.63%
91,524
+588
52
$5.17M 0.58%
92,019
-5,588
53
$4.84M 0.55%
218,942
-4,992
54
$4.8M 0.54%
59,643
-1,964
55
$4.76M 0.54%
42,242
+187
56
$4.73M 0.54%
10,059
+672
57
$4.64M 0.53%
82,826
-998
58
$4.45M 0.5%
83,859
-9,116
59
$4.29M 0.49%
300,692
+4,839
60
$4.24M 0.48%
19,490
-249
61
$4.22M 0.48%
11,606
+6
62
$4.19M 0.47%
10
63
$4.16M 0.47%
56,329
-565
64
$4.07M 0.46%
69,530
-3,751
65
$3.93M 0.45%
13,747
-40
66
$3.85M 0.44%
16,147
+1,148
67
$3.62M 0.41%
166,632
-8,162
68
$3.62M 0.41%
30,100
+9,442
69
$3.61M 0.41%
10,225
-25
70
$3.56M 0.4%
14,580
+2,174
71
$3.55M 0.4%
48,287
-979
72
$3.5M 0.4%
21,063
-117
73
$3.44M 0.39%
12,630
+141
74
$3.4M 0.38%
40,741
+922
75
$3.39M 0.38%
17,055
-150
1 2
3
4 5