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
$288M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.02M
3
+$414K
4
HBAN icon
Huntington Bancshares
HBAN
+$339K
5
MRK icon
Merck
MRK
+$305K

Top Sells

1
+$1.25M
2
+$664K
3
+$656K
4
LBTYA icon
Liberty Global Class A
LBTYA
+$435K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$254K

Sector Composition

1 Communication Services 15.57%
2 Consumer Staples 13.73%
3 Energy 11.81%
4 Industrials 11.17%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$976K 0.34%
10,041
-220
77
$928K 0.32%
29,834
78
$909K 0.32%
7,368
79
$906K 0.31%
26,216
-775
80
$902K 0.31%
11,324
81
$893K 0.31%
17,635
+548
82
$851K 0.3%
21,343
-2,850
83
$829K 0.29%
7,308
-119
84
$805K 0.28%
14,869
+5,631
85
$803K 0.28%
8,086
86
$795K 0.28%
34,219
-1,272
87
$749K 0.26%
4
88
$734K 0.26%
17,359
89
$721K 0.25%
74,655
90
$667K 0.23%
10,158
91
$621K 0.22%
16,110
92
$612K 0.21%
6,296
93
$608K 0.21%
6,249
94
$602K 0.21%
7,250
95
$583K 0.2%
12,675
+2,600
96
$579K 0.2%
16,560
-18,750
97
$552K 0.19%
14,036
98
$543K 0.19%
14,400
-1,000
99
$501K 0.17%
37,970
+7,500
100
$494K 0.17%
6,319
2 3
4
5 6