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
$371M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$772K
3
+$670K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$548K
5
HBAN icon
Huntington Bancshares
HBAN
+$392K

Top Sells

1
+$729K
2
+$216K
3
+$204K
4
DISH
DISH Network Corp.
DISH
+$196K
5
VOD icon
Vodafone
VOD
+$169K

Sector Composition

1 Communication Services 17.13%
2 Consumer Staples 15.02%
3 Financials 12.4%
4 Healthcare 11.14%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.3%
17,857
+2,013
77
$1.08M 0.29%
+5
78
$1.07M 0.29%
16,342
+1,860
79
$1.02M 0.28%
84,174
-1,999
80
$1.02M 0.27%
23,202
81
$1.02M 0.27%
15,835
-500
82
$977K 0.26%
10,590
-99
83
$975K 0.26%
11,555
84
$970K 0.26%
15,384
-862
85
$967K 0.26%
10,966
-5
86
$964K 0.26%
9,510
-450
87
$960K 0.26%
9,839
+230
88
$957K 0.26%
27,246
+234
89
$884K 0.24%
5,998
-60
90
$880K 0.24%
26,637
91
$856K 0.23%
20,795
92
$821K 0.22%
18,760
-800
93
$789K 0.21%
27,080
-5,806
94
$772K 0.21%
+16,602
95
$772K 0.21%
5,650
96
$717K 0.19%
28,984
+150
97
$710K 0.19%
69,870
+540
98
$699K 0.19%
26,585
-200
99
$674K 0.18%
6,249
100
$670K 0.18%
+455
2 3
4
5 6