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
$254M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.23M
3
+$996K
4
RRC icon
Range Resources
RRC
+$854K
5
KO icon
Coca-Cola
KO
+$455K

Top Sells

1
+$3.47M
2
+$979K
3
+$418K
4
BBT
Beacon Financial Corp
BBT
+$307K
5
VTV icon
Vanguard Value ETF
VTV
+$255K

Sector Composition

1 Communication Services 15.87%
2 Consumer Staples 14.73%
3 Energy 12.26%
4 Industrials 11.15%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$819K 0.32%
25,042
77
$794K 0.31%
10,261
78
$793K 0.31%
16,888
79
$768K 0.3%
11,324
-200
80
$749K 0.29%
87,350
-2,500
81
$749K 0.29%
17,359
+98
82
$742K 0.29%
7,427
-120
83
$720K 0.28%
13,712
+2,448
84
$710K 0.28%
24,193
+550
85
$702K 0.28%
7,368
86
$697K 0.27%
16,074
+250
87
$682K 0.27%
4
88
$661K 0.26%
6,296
+750
89
$659K 0.26%
21,582
90
$653K 0.26%
76,155
91
$640K 0.25%
10,545
-1,200
92
$629K 0.25%
16,110
+100
93
$583K 0.23%
70,626
-1,500
94
$531K 0.21%
6,249
95
$504K 0.2%
15,725
-6,500
96
$493K 0.19%
3,845
+290
97
$485K 0.19%
16,210
98
$483K 0.19%
14,036
99
$470K 0.18%
15,400
-1,000
100
$469K 0.18%
378
+21
2 3
4
5 6