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
$923M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$518K
3
+$498K
4
PYPL icon
PayPal
PYPL
+$490K
5
CRM icon
Salesforce
CRM
+$434K

Top Sells

1
+$1.13M
2
+$856K
3
+$788K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$570K
5
AAPL icon
Apple
AAPL
+$538K

Sector Composition

1 Technology 17.69%
2 Financials 16.18%
3 Healthcare 12.45%
4 Industrials 10.86%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.87M 0.64%
18,033
+951
52
$5.29M 0.57%
21,243
-750
53
$5.29M 0.57%
10
54
$5.15M 0.56%
11,518
-100
55
$5.05M 0.55%
10,698
+247
56
$4.99M 0.54%
206,835
-3,309
57
$4.94M 0.54%
66,263
-71
58
$4.91M 0.53%
41,189
+377
59
$4.69M 0.51%
60,461
-408
60
$4.34M 0.47%
77,828
-504
61
$4.27M 0.46%
19,157
-688
62
$4.2M 0.46%
10,116
-50
63
$4.09M 0.44%
80,294
-2,091
64
$4.05M 0.44%
19,090
+2,046
65
$3.99M 0.43%
77,073
-4,883
66
$3.92M 0.42%
46,107
-1,792
67
$3.89M 0.42%
13,893
-50
68
$3.86M 0.42%
264,177
-9,750
69
$3.72M 0.4%
75,083
-10,100
70
$3.52M 0.38%
15,460
-116
71
$3.38M 0.37%
32,459
+1,604
72
$3.25M 0.35%
17,387
-250
73
$3.23M 0.35%
12,930
-465
74
$3.11M 0.34%
54,939
-200
75
$3.01M 0.33%
41,253
-2,356
1 2
3
4 5