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
$783M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.08M
4
TSM icon
TSMC
TSM
+$874K
5
RTX icon
RTX Corp
RTX
+$674K

Top Sells

1
+$1.23M
2
+$774K
3
+$696K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$544K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$437K

Sector Composition

1 Technology 17.37%
2 Financials 16.92%
3 Healthcare 12.43%
4 Communication Services 12.08%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.84M 0.36%
10,402
+115
77
$2.79M 0.36%
18,307
-75
78
$2.65M 0.34%
81,810
-5,882
79
$2.51M 0.32%
10,236
+336
80
$2.5M 0.32%
6,379
81
$2.26M 0.29%
18,675
+35
82
$2.18M 0.28%
28,197
+15
83
$2.11M 0.27%
9,500
+6,548
84
$2.1M 0.27%
8,832
-200
85
$2.04M 0.26%
67,311
-360
86
$2.01M 0.26%
40,272
-663
87
$1.97M 0.25%
23,687
-1,444
88
$1.95M 0.25%
7,517
89
$1.84M 0.24%
15,843
90
$1.78M 0.23%
12,295
-280
91
$1.78M 0.23%
67,831
-3,322
92
$1.68M 0.22%
28,628
-3,542
93
$1.68M 0.21%
28,734
-438
94
$1.67M 0.21%
1,620
-50
95
$1.61M 0.21%
53,353
-23,062
96
$1.59M 0.2%
+97,400
97
$1.57M 0.2%
15,426
-905
98
$1.42M 0.18%
11,810
-1,584
99
$1.41M 0.18%
64,702
-9,048
100
$1.4M 0.18%
2,261
-170
2 3
4
5 6