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
$831M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.4M
3
+$1.06M
4
AVGO icon
Broadcom
AVGO
+$861K
5
MCD icon
McDonald's
MCD
+$597K

Top Sells

1
+$1.75M
2
+$705K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$427K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$422K

Sector Composition

1 Financials 16.76%
2 Technology 14.93%
3 Healthcare 13.23%
4 Industrials 11.76%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.63M 0.32%
15,752
-70
77
$2.59M 0.31%
52,620
-493
78
$2.53M 0.3%
6,314
79
$2.44M 0.29%
6,505
-128
80
$2.43M 0.29%
16,440
-248
81
$2.14M 0.26%
8,669
+15
82
$2.13M 0.26%
1,620
83
$2.01M 0.24%
21,288
+555
84
$1.98M 0.24%
23,665
-550
85
$1.98M 0.24%
107,519
-1,087
86
$1.94M 0.23%
8,492
+658
87
$1.88M 0.23%
60,795
+1,500
88
$1.88M 0.23%
17,064
-407
89
$1.84M 0.22%
18,353
-1,015
90
$1.83M 0.22%
24,567
-6,214
91
$1.8M 0.22%
44,467
-1,425
92
$1.79M 0.22%
34,286
-928
93
$1.74M 0.21%
42,261
-1,271
94
$1.71M 0.21%
10,192
-25
95
$1.71M 0.21%
4,467
+21
96
$1.69M 0.2%
9,032
+532
97
$1.67M 0.2%
10,672
-240
98
$1.65M 0.2%
+24,316
99
$1.58M 0.19%
10,407
+7
100
$1.57M 0.19%
23,601
2 3
4
5 6