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
$564M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$3.64M
3
+$1.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$923K
5
ROP icon
Roper Technologies
ROP
+$902K

Top Sells

1
+$4.2M
2
+$2.09M
3
+$540K
4
AAPL icon
Apple
AAPL
+$538K
5
MSFT icon
Microsoft
MSFT
+$442K

Sector Composition

1 Financials 17.05%
2 Technology 15.63%
3 Healthcare 14.32%
4 Consumer Staples 12.3%
5 Communication Services 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.89M 0.34%
35,873
-2,836
77
$1.89M 0.33%
94,305
-2,144
78
$1.86M 0.33%
6,249
79
$1.74M 0.31%
48,510
-578
80
$1.71M 0.3%
11,136
-81
81
$1.58M 0.28%
1,705
82
$1.56M 0.28%
88,729
-523
83
$1.53M 0.27%
11,050
84
$1.52M 0.27%
10,440
-837
85
$1.47M 0.26%
18,313
-348
86
$1.46M 0.26%
15,843
-365
87
$1.44M 0.26%
16,823
-520
88
$1.35M 0.24%
27,038
-355
89
$1.34M 0.24%
70,281
90
$1.34M 0.24%
26,048
+3,124
91
$1.31M 0.23%
19,323
-452
92
$1.2M 0.21%
89,268
-115
93
$1.14M 0.2%
107,930
-29,138
94
$1.13M 0.2%
13,716
-50
95
$1.12M 0.2%
47,358
-1,314
96
$1.06M 0.19%
10,289
+4,200
97
$1.05M 0.19%
27,648
-1,413
98
$1.03M 0.18%
26,525
-225
99
$1.01M 0.18%
25,409
-285
100
$951K 0.17%
12,236
2 3
4
5 6