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
$923M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$518K
3
+$498K
4
PYPL icon
PayPal
PYPL
+$490K
5
CRM icon
Salesforce
CRM
+$434K

Top Sells

1
+$1.13M
2
+$856K
3
+$788K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$570K
5
AAPL icon
Apple
AAPL
+$538K

Sector Composition

1 Technology 17.69%
2 Financials 16.18%
3 Healthcare 12.45%
4 Industrials 10.86%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3M 0.32%
6,339
77
$2.99M 0.32%
22,083
-2,132
78
$2.89M 0.31%
28,926
-1,006
79
$2.84M 0.31%
28,372
-7,864
80
$2.78M 0.3%
11,112
-199
81
$2.64M 0.29%
17,251
-371
82
$2.57M 0.28%
20,643
-366
83
$2.54M 0.27%
142,105
-3,065
84
$2.47M 0.27%
8,654
-128
85
$2.44M 0.26%
47,909
-2,050
86
$2.42M 0.26%
20,856
-197
87
$2.39M 0.26%
1,620
88
$2.38M 0.26%
15,843
89
$2.35M 0.25%
56,916
-700
90
$2.27M 0.25%
60,472
-773
91
$2.2M 0.24%
45,471
+9
92
$2.12M 0.23%
67,038
-590
93
$2.1M 0.23%
6,873
-235
94
$1.99M 0.22%
34,850
+329
95
$1.93M 0.21%
4,275
-13
96
$1.77M 0.19%
41,118
-248
97
$1.69M 0.18%
24,990
-364
98
$1.67M 0.18%
7,215
-41
99
$1.64M 0.18%
10,748
-475
100
$1.59M 0.17%
10,511
-350
2 3
4
5 6