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
$744M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$720K
3
+$480K
4
UNP icon
Union Pacific
UNP
+$451K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$439K

Top Sells

1
+$725K
2
+$720K
3
+$540K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$334K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$324K

Sector Composition

1 Technology 16.22%
2 Financials 15.86%
3 Healthcare 13.19%
4 Consumer Staples 10.87%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.3%
16,688
-309
77
$2.2M 0.3%
15,822
-21
78
$2.19M 0.29%
53,113
-200
79
$2.13M 0.29%
6,314
-25
80
$2.11M 0.28%
30,781
-1,884
81
$2.06M 0.28%
57,302
+152
82
$1.97M 0.27%
17,471
+1,170
83
$1.85M 0.25%
24,215
-750
84
$1.81M 0.24%
8,654
85
$1.79M 0.24%
19,368
-350
86
$1.76M 0.24%
1,620
87
$1.75M 0.24%
43,532
-881
88
$1.71M 0.23%
45,892
-899
89
$1.71M 0.23%
20,733
-160
90
$1.7M 0.23%
7,834
+1,812
91
$1.67M 0.22%
108,606
+3,673
92
$1.63M 0.22%
63,258
-6,613
93
$1.59M 0.21%
8,500
+1,052
94
$1.59M 0.21%
4,446
+393
95
$1.58M 0.21%
59,295
-1,177
96
$1.51M 0.2%
30,825
+496
97
$1.48M 0.2%
10,217
-31
98
$1.46M 0.2%
10,912
99
$1.41M 0.19%
71,803
-1,000
100
$1.41M 0.19%
10,400
+1,289
2 3
4
5 6