BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+10.49%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$281M
AUM Growth
+$26.9M
(+11%)
Cap. Flow
+$783K
Cap. Flow
% of AUM
0.28%
Top 10 Holdings %
Top 10 Hldgs %
28.28%
Holding
153
New
8
Increased
38
Reduced
55
Closed
5
Top Buys
| 1 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$671K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$317K |
| 3 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$257K |
| 4 |
Nike
NKE
|
$230K |
| 5 |
Tronox
TROX
|
$222K |
Top Sells
| 1 |
DISH
DISH Network Corp.
DISH
|
$406K |
| 2 |
GCOM
GLOBECOMM SYSTEMS INC
GCOM
|
$364K |
| 3 |
Range Resources
RRC
|
$337K |
| 4 |
BCSB
BCSB BANCORP INC COM STK
BCSB
|
$215K |
| 5 |
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% |
