BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.52M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.02M

Top Sells

1
+$11.5M
2
+$8.35M
3
+$348K
4
ORLY icon
O'Reilly Automotive
ORLY
+$312K
5
MA icon
Mastercard
MA
+$259K

Sector Composition

1 Technology 22.03%
2 Financials 15.38%
3 Industrials 11.48%
4 Communication Services 10.17%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.04M 0.52%
37,929
+2,812
52
$6.8M 0.51%
13,919
-416
53
$6.65M 0.5%
27,908
+4,232
54
$6.62M 0.49%
17,054
+850
55
$6.61M 0.49%
55,305
+1,395
56
$6.57M 0.49%
39,589
-499
57
$6.12M 0.46%
+55,970
58
$5.83M 0.43%
8
59
$5.51M 0.41%
11,019
+422
60
$5.3M 0.4%
+85,510
61
$5.1M 0.38%
10,039
+1,610
62
$5.1M 0.38%
8,253
+607
63
$4.99M 0.37%
31,611
+670
64
$4.85M 0.36%
15,202
+597
65
$4.78M 0.36%
15,493
+937
66
$4.66M 0.35%
338,141
-3,750
67
$4.38M 0.33%
10,015
+573
68
$4.38M 0.33%
13,173
+164
69
$4.28M 0.32%
12,475
-484
70
$4.25M 0.32%
118,967
-4,957
71
$4.16M 0.31%
16,145
+806
72
$4.11M 0.31%
22,619
+19,626
73
$3.88M 0.29%
5,289
-101
74
$3.87M 0.29%
231,084
+10,970
75
$3.85M 0.29%
166,085
-1,299
1 2
3
4 5