BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.83M
3
+$1.2M
4
EW icon
Edwards Lifesciences
EW
+$944K
5
HBAN icon
Huntington Bancshares
HBAN
+$775K

Top Sells

1
+$1.4M
2
+$1.01M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$471K
5
AAPL icon
Apple
AAPL
+$421K

Sector Composition

1 Technology 23.01%
2 Financials 14.76%
3 Industrials 11.47%
4 Communication Services 10.5%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.96M 0.55%
16,680
-374
52
$7.41M 0.51%
13,649
-270
53
$7.33M 0.51%
30,631
+2,723
54
$7.3M 0.5%
39,052
-537
55
$6.97M 0.48%
84,361
-12,283
56
$6.72M 0.46%
56,590
+620
57
$6.69M 0.46%
10,984
-35
58
$6.4M 0.44%
57,085
+1,780
59
$6.03M 0.42%
8
60
$5.64M 0.39%
86,413
+903
61
$5.48M 0.38%
8,223
-30
62
$5.39M 0.37%
28,909
-2,702
63
$4.92M 0.34%
14,800
-402
64
$4.82M 0.33%
334,551
-3,590
65
$4.77M 0.33%
276,427
+45,343
66
$4.76M 0.33%
15,823
-322
67
$4.59M 0.32%
10,039
68
$4.59M 0.32%
13,127
-46
69
$4.49M 0.31%
15,305
-188
70
$4.37M 0.3%
23,059
+440
71
$4.23M 0.29%
10,026
+11
72
$4.17M 0.29%
12,040
-435
73
$4.08M 0.28%
5,284
-5
74
$3.71M 0.26%
4,864
+1,616
75
$3.68M 0.25%
117,238
-1,729
1 2
3
4 5