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
$281M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$671K
2
+$317K
3
+$257K
4
NKE icon
Nike
NKE
+$230K
5
TROX icon
Tronox
TROX
+$222K

Top Sells

1
+$406K
2
+$364K
3
+$337K
4
BCSB
BCSB BANCORP INC COM STK
BCSB
+$215K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$200K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.08%
3 Energy 11.7%
4 Industrials 11.63%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$953K 0.34%
26,991
+102
77
$953K 0.34%
10,261
78
$922K 0.33%
86,500
-850
79
$922K 0.33%
35,491
-1,266
80
$919K 0.33%
25,042
81
$871K 0.31%
7,427
82
$844K 0.3%
7,368
83
$837K 0.3%
11,324
84
$802K 0.29%
17,359
85
$799K 0.28%
17,087
+1,013
86
$799K 0.28%
24,193
87
$736K 0.26%
21,582
88
$720K 0.26%
74,616
+3,990
89
$716K 0.25%
74,655
-1,500
90
$712K 0.25%
4
91
$675K 0.24%
16,110
92
$652K 0.23%
6,296
93
$621K 0.22%
10,158
-387
94
$611K 0.22%
7,250
-4,000
95
$574K 0.2%
6,249
96
$558K 0.2%
14,036
97
$549K 0.2%
15,400
98
$486K 0.17%
26,944
-106
99
$482K 0.17%
378
100
$475K 0.17%
6,319
2 3
4
5 6