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
$831M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.4M
3
+$1.06M
4
AVGO icon
Broadcom
AVGO
+$861K
5
MCD icon
McDonald's
MCD
+$597K

Top Sells

1
+$1.75M
2
+$705K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$427K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$422K

Sector Composition

1 Financials 16.76%
2 Technology 14.93%
3 Healthcare 13.23%
4 Industrials 11.76%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.67M 0.68%
401,592
-3,051
52
$5.44M 0.65%
61,023
-2,334
53
$5.35M 0.64%
75,051
+2,574
54
$5.12M 0.62%
65,899
+1,820
55
$4.85M 0.58%
11,215
+821
56
$4.69M 0.56%
10
57
$4.3M 0.52%
195,259
-1,479
58
$4.26M 0.51%
17,778
-173
59
$4.18M 0.5%
9,755
+22
60
$4.01M 0.48%
78,182
-145
61
$3.99M 0.48%
21,698
+432
62
$3.9M 0.47%
16,426
+1,473
63
$3.79M 0.46%
268,780
+6,456
64
$3.63M 0.44%
15,209
-111
65
$3.54M 0.43%
13,742
-50
66
$3.4M 0.41%
71,349
+859
67
$3.38M 0.41%
35,585
+4,789
68
$3.23M 0.39%
10,481
-226
69
$3.19M 0.38%
20,119
-860
70
$3.16M 0.38%
59,137
+1,835
71
$3.12M 0.38%
23,540
+848
72
$2.94M 0.35%
47,957
-802
73
$2.92M 0.35%
40,533
+1
74
$2.82M 0.34%
71,530
-1,758
75
$2.81M 0.34%
55,116
-5,937
1 2
3
4 5