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
$439M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.14M
3
+$917K
4
DHI icon
D.R. Horton
DHI
+$368K
5
FCB
FCB Financial Holdings, Inc.
FCB
+$332K

Top Sells

1
+$2.79M
2
+$444K
3
+$305K
4
ASBB
ASB Bancorp Inc
ASBB
+$237K
5
CMG icon
Chipotle Mexican Grill
CMG
+$235K

Sector Composition

1 Financials 15.89%
2 Communication Services 15.89%
3 Consumer Staples 13.11%
4 Healthcare 10.98%
5 Technology 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.36%
22,908
+1,240
77
$1.53M 0.35%
11,565
78
$1.48M 0.34%
11,282
-263
79
$1.38M 0.31%
73,314
-612
80
$1.37M 0.31%
5
81
$1.27M 0.29%
10,954
+1,365
82
$1.25M 0.29%
14,092
-800
83
$1.23M 0.28%
25,312
+500
84
$1.22M 0.28%
10,200
85
$1.14M 0.26%
23,054
+415
86
$1.14M 0.26%
+12,665
87
$1.13M 0.26%
62,274
-2,700
88
$1.12M 0.25%
15,894
+459
89
$1.09M 0.25%
9,966
+350
90
$1.01M 0.23%
30,955
91
$995K 0.23%
20,795
92
$995K 0.23%
6,249
93
$934K 0.21%
5,321
-90
94
$908K 0.21%
22,337
95
$802K 0.18%
7,646
-100
96
$775K 0.18%
10,087
+850
97
$755K 0.17%
122,600
-38,100
98
$749K 0.17%
15,320
-940
99
$740K 0.17%
28,684
100
$681K 0.16%
2,665
+47
2 3
4
5 6