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
$319M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$283K
3
+$231K
4
AAL icon
American Airlines Group
AAL
+$219K
5
HD icon
Home Depot
HD
+$216K

Top Sells

1
+$802K
2
+$406K
3
+$346K
4
TROX icon
Tronox
TROX
+$329K
5
HRI icon
Herc Holdings
HRI
+$261K

Sector Composition

1 Communication Services 14.81%
2 Consumer Staples 13.39%
3 Technology 12.1%
4 Healthcare 10.87%
5 Financials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.33%
7,168
77
$1.05M 0.33%
17,235
-300
78
$1.04M 0.33%
24,423
-500
79
$1.03M 0.32%
26,475
-3,166
80
$970K 0.3%
23,090
81
$967K 0.3%
7,038
82
$957K 0.3%
11,324
83
$939K 0.29%
11,266
-2,198
84
$927K 0.29%
24,960
-5,710
85
$909K 0.28%
19,788
-2,044
86
$906K 0.28%
75,030
+375
87
$901K 0.28%
24,807
-625
88
$869K 0.27%
25,780
+800
89
$790K 0.25%
9,012
-846
90
$706K 0.22%
5,836
91
$670K 0.21%
19,343
92
$643K 0.2%
6,371
93
$642K 0.2%
6,249
94
$602K 0.19%
5,052
+732
95
$559K 0.18%
2,719
-3,902
96
$519K 0.16%
38,210
97
$511K 0.16%
12,339
98
$503K 0.16%
378
-10
99
$501K 0.16%
14,400
100
$489K 0.15%
7,800
+1,242
2 3
4
5 6