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
$304M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.23M
3
+$4.07M
4
META icon
Meta Platforms (Facebook)
META
+$3.78M
5
PYPL icon
PayPal
PYPL
+$1.9M

Top Sells

1
+$6.78M
2
+$6.62M
3
+$1.65M
4
BAX icon
Baxter International
BAX
+$1.05M
5
HRI icon
Herc Holdings
HRI
+$276K

Sector Composition

1 Communication Services 16.55%
2 Consumer Staples 15.48%
3 Financials 11.99%
4 Technology 10.58%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$959K 0.32%
22,907
77
$943K 0.31%
11,524
+200
78
$929K 0.31%
16,335
79
$897K 0.29%
11,166
+1,000
80
$812K 0.27%
10,626
+460
81
$808K 0.27%
29,834
82
$786K 0.26%
20,160
-1,250
83
$773K 0.25%
10,407
+3,150
84
$764K 0.25%
8,645
+3,103
85
$752K 0.25%
20,795
86
$727K 0.24%
6,371
+100
87
$690K 0.23%
25,087
+3,964
88
$683K 0.22%
5,759
+515
89
$678K 0.22%
13,518
-5,505
90
$676K 0.22%
21,575
-250
91
$629K 0.21%
25,890
92
$625K 0.21%
7,994
93
$625K 0.21%
17,842
-1,528
94
$622K 0.2%
69,330
+600
95
$597K 0.2%
11,437
+650
96
$593K 0.2%
5,650
-86
97
$578K 0.19%
9,635
+3,867
98
$564K 0.19%
6,249
99
$543K 0.18%
18,252
-950
100
$529K 0.17%
38,210
2 3
4
5 6