BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.52M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.02M

Top Sells

1
+$11.5M
2
+$8.35M
3
+$348K
4
ORLY icon
O'Reilly Automotive
ORLY
+$312K
5
MA icon
Mastercard
MA
+$259K

Sector Composition

1 Technology 22.03%
2 Financials 15.38%
3 Industrials 11.48%
4 Communication Services 10.17%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.54M 0.26%
17,320
+4,706
77
$3.45M 0.26%
+142,117
78
$3.4M 0.25%
4,109
-55
79
$3.4M 0.25%
+135,082
80
$3.38M 0.25%
+66,261
81
$3.35M 0.25%
11,378
+1,113
82
$3.33M 0.25%
+137,261
83
$3.29M 0.24%
+39,351
84
$3.26M 0.24%
+128,299
85
$3.18M 0.24%
2,093
+27
86
$3.16M 0.24%
23,738
-284
87
$3.15M 0.23%
72,723
+4,857
88
$3.12M 0.23%
6,098
-106
89
$3.01M 0.22%
1,507
90
$2.96M 0.22%
10,509
+487
91
$2.71M 0.2%
17,012
+1,119
92
$2.66M 0.2%
10,382
-157
93
$2.53M 0.19%
3,248
+1,099
94
$2.47M 0.18%
4,856
+12
95
$2.44M 0.18%
24,941
+1,840
96
$2.43M 0.18%
100,404
+41,354
97
$2.38M 0.18%
19,642
-400
98
$2.37M 0.18%
81,901
+5,291
99
$2.26M 0.17%
+96,944
100
$2.25M 0.17%
34,805
-2,347
2 3
4
5 6