BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.31M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.01M
5
ETN icon
Eaton
ETN
+$895K

Top Sells

1
+$8.98M
2
+$6.1M
3
+$631K
4
ORLY icon
O'Reilly Automotive
ORLY
+$527K
5
AVGO icon
Broadcom
AVGO
+$522K

Sector Composition

1 Technology 20.62%
2 Financials 16.81%
3 Consumer Discretionary 11.24%
4 Industrials 10.47%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.63M 0.23%
24,022
-643
77
$2.57M 0.22%
67,866
+2,055
78
$2.55M 0.22%
10,265
-125
79
$2.5M 0.21%
10,539
+2,400
80
$2.48M 0.21%
37,152
-1,590
81
$2.45M 0.21%
12,614
+300
82
$2.44M 0.21%
15,893
+20
83
$2.28M 0.2%
20,042
-532
84
$2.19M 0.19%
4,164
+96
85
$2.17M 0.19%
76,610
+4,030
86
$2.03M 0.17%
23,101
+2,031
87
$2.02M 0.17%
48,307
-452
88
$1.9M 0.16%
33,861
+249
89
$1.89M 0.16%
7,763
-81
90
$1.79M 0.15%
39,462
+330
91
$1.78M 0.15%
19,395
92
$1.77M 0.15%
2,149
+1,544
93
$1.75M 0.15%
6,063
+1,837
94
$1.75M 0.15%
7,620
95
$1.73M 0.15%
58,850
96
$1.73M 0.15%
6,295
-115
97
$1.72M 0.15%
15,784
-132
98
$1.71M 0.15%
4,844
+94
99
$1.65M 0.14%
22,931
-300
100
$1.61M 0.14%
4,586
+96
2 3
4
5 6