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
$445M
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$438K
3
+$406K
4
RTX icon
RTX Corp
RTX
+$395K
5
AMZN icon
Amazon
AMZN
+$394K

Top Sells

1
+$5.57M
2
+$1.58M
3
+$359K
4
KHC icon
Kraft Heinz
KHC
+$318K
5
ANCB
Anchor Bancorp
ANCB
+$317K

Sector Composition

1 Financials 17.1%
2 Communication Services 14.45%
3 Technology 12.89%
4 Healthcare 12.82%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.31%
59,165
-8,730
77
$1.38M 0.31%
26,377
-1,299
78
$1.34M 0.3%
10,236
79
$1.31M 0.3%
26,597
-100
80
$1.29M 0.29%
6,249
81
$1.23M 0.28%
59,229
-2,445
82
$1.22M 0.28%
9,328
-300
83
$1.2M 0.27%
25,184
84
$1.19M 0.27%
15,876
-800
85
$1.18M 0.27%
12,785
-460
86
$1.07M 0.24%
72,294
87
$1.06M 0.24%
35,655
-494
88
$1.03M 0.23%
13,700
+5,240
89
$953K 0.21%
25,548
+236
90
$928K 0.21%
20,395
91
$916K 0.21%
25,259
-7,090
92
$891K 0.2%
18,594
93
$885K 0.2%
22,110
94
$884K 0.2%
6,723
+20
95
$833K 0.19%
23,151
-3,868
96
$820K 0.18%
2,411
-100
97
$767K 0.17%
24,711
+1,320
98
$765K 0.17%
4,802
-359
99
$742K 0.17%
17,124
+156
100
$717K 0.16%
10,437
2 3
4
5 6