BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.31M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.01M
5
ETN icon
Eaton
ETN
+$895K

Top Sells

1
+$8.98M
2
+$6.1M
3
+$631K
4
ORLY icon
O'Reilly Automotive
ORLY
+$527K
5
AVGO icon
Broadcom
AVGO
+$522K

Sector Composition

1 Technology 20.62%
2 Financials 16.81%
3 Consumer Discretionary 11.24%
4 Industrials 10.47%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.91M 0.6%
53,910
+1,095
52
$6.86M 0.59%
40,088
-341
53
$6.39M 0.55%
8
54
$6.31M 0.54%
+23,676
55
$5.43M 0.47%
10,597
-19
56
$5.34M 0.46%
16,204
-5
57
$4.57M 0.39%
123,924
-165,385
58
$4.55M 0.39%
14,335
-423
59
$4.53M 0.39%
12,959
-131
60
$4.46M 0.38%
341,891
-8,200
61
$4.45M 0.38%
14,556
-3
62
$4.28M 0.37%
7,646
+1,126
63
$3.96M 0.34%
8,429
-900
64
$3.93M 0.34%
14,605
-201
65
$3.63M 0.31%
5,390
-235
66
$3.36M 0.29%
13,009
-60
67
$3.35M 0.29%
30,941
+169
68
$3.3M 0.28%
220,114
-1,544
69
$3.27M 0.28%
167,384
-9,297
70
$3.18M 0.27%
9,442
-50
71
$3.09M 0.27%
6,204
-112
72
$3.07M 0.26%
15,339
+240
73
$2.96M 0.25%
10,022
-9
74
$2.86M 0.25%
2,066
+44
75
$2.82M 0.24%
1,507
1 2
3
4 5