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
$744M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$720K
3
+$480K
4
UNP icon
Union Pacific
UNP
+$451K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$439K

Top Sells

1
+$725K
2
+$720K
3
+$540K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$334K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$324K

Sector Composition

1 Technology 16.22%
2 Financials 15.86%
3 Healthcare 13.19%
4 Consumer Staples 10.87%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.86M 0.65%
40,144
+336
52
$4.84M 0.65%
43,280
+1,512
53
$4.64M 0.62%
16,854
+694
54
$4.27M 0.57%
63,357
-960
55
$4.08M 0.55%
196,738
-7,397
56
$4.07M 0.55%
10
57
$3.75M 0.5%
21,266
-333
58
$3.74M 0.5%
10,394
-115
59
$3.46M 0.47%
15,320
-20
60
$3.46M 0.46%
262,324
+2,846
61
$3.43M 0.46%
78,327
+1,188
62
$3.37M 0.45%
48,759
+1,670
63
$3.29M 0.44%
61,053
+2,386
64
$3.26M 0.44%
22,692
+294
65
$3.25M 0.44%
9,733
-253
66
$3.06M 0.41%
14,953
+1,144
67
$2.97M 0.4%
13,792
-60
68
$2.94M 0.4%
17,951
-382
69
$2.88M 0.39%
20,979
-363
70
$2.88M 0.39%
40,532
-1,499
71
$2.82M 0.38%
70,490
-4,829
72
$2.78M 0.37%
73,288
-5,021
73
$2.66M 0.36%
30,796
+1,444
74
$2.49M 0.34%
10,707
-254
75
$2.25M 0.3%
6,633
-15
1 2
3
4 5