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
$889M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$796K
3
+$760K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$672K
5
PM icon
Philip Morris
PM
+$616K

Top Sells

1
+$457K
2
+$397K
3
+$362K
4
DHI icon
D.R. Horton
DHI
+$292K
5
ABT icon
Abbott
ABT
+$280K

Sector Composition

1 Technology 17.26%
2 Financials 16.97%
3 Communication Services 12.11%
4 Healthcare 11.91%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.66M 0.64%
67,424
-3,482
52
$4.96M 0.56%
213,424
-5,518
53
$4.83M 0.54%
60,073
+430
54
$4.73M 0.53%
88,710
-3,309
55
$4.71M 0.53%
16,474
+327
56
$4.54M 0.51%
42,057
-185
57
$4.54M 0.51%
10,165
+106
58
$4.43M 0.5%
82,113
-713
59
$4.43M 0.5%
81,425
-2,434
60
$4.29M 0.48%
277,264
-23,428
61
$4.18M 0.47%
11,603
-3
62
$4.11M 0.46%
10
63
$4.07M 0.46%
14,993
+413
64
$4.04M 0.45%
13,747
65
$3.76M 0.42%
56,329
66
$3.73M 0.42%
19,416
-74
67
$3.62M 0.41%
12,935
+305
68
$3.6M 0.4%
66,298
-3,232
69
$3.57M 0.4%
83,066
-604
70
$3.52M 0.4%
48,167
-120
71
$3.49M 0.39%
31,285
+1,185
72
$3.39M 0.38%
10,115
-110
73
$3.37M 0.38%
16,851
-204
74
$3.32M 0.37%
162,648
-3,984
75
$3.28M 0.37%
40,882
+141
1 2
3
4 5