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
$889M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$796K
3
+$760K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$672K
5
PM icon
Philip Morris
PM
+$616K

Top Sells

1
+$457K
2
+$397K
3
+$362K
4
DHI icon
D.R. Horton
DHI
+$292K
5
ABT icon
Abbott
ABT
+$280K

Sector Composition

1 Technology 17.26%
2 Financials 16.97%
3 Communication Services 12.11%
4 Healthcare 11.91%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.13M 0.35%
21,356
+293
77
$3.06M 0.34%
18,292
-256
78
$3M 0.34%
11,712
+207
79
$2.94M 0.33%
67,683
-2,041
80
$2.94M 0.33%
24,490
-835
81
$2.77M 0.31%
46,792
-58
82
$2.74M 0.31%
50,073
-3,090
83
$2.72M 0.31%
6,339
84
$2.45M 0.28%
21,622
-100
85
$2.33M 0.26%
18,027
-450
86
$2.17M 0.24%
46,679
-1,109
87
$2.14M 0.24%
8,932
88
$2M 0.23%
15,843
89
$1.99M 0.22%
97,900
+1,300
90
$1.97M 0.22%
8,880
+3,421
91
$1.94M 0.22%
11,248
-150
92
$1.94M 0.22%
1,620
93
$1.88M 0.21%
23,102
+6,165
94
$1.83M 0.21%
28,537
+59
95
$1.82M 0.21%
61,245
-900
96
$1.78M 0.2%
60,228
+262
97
$1.78M 0.2%
42,019
-347
98
$1.73M 0.19%
6,051
+444
99
$1.68M 0.19%
3,914
-54
100
$1.66M 0.19%
16,316
2 3
4
5 6