BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.83M
3
+$1.2M
4
EW icon
Edwards Lifesciences
EW
+$944K
5
HBAN icon
Huntington Bancshares
HBAN
+$775K

Top Sells

1
+$1.4M
2
+$1.01M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$471K
5
AAPL icon
Apple
AAPL
+$421K

Sector Composition

1 Technology 23.01%
2 Financials 14.76%
3 Industrials 11.47%
4 Communication Services 10.5%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.6M 0.25%
6,143
+45
77
$3.57M 0.25%
146,867
+4,750
78
$3.54M 0.24%
16,392
-928
79
$3.47M 0.24%
39,751
+400
80
$3.47M 0.24%
142,470
+5,209
81
$3.45M 0.24%
135,162
+6,863
82
$3.41M 0.24%
135,276
+194
83
$3.36M 0.23%
65,866
-395
84
$3.33M 0.23%
163,987
-2,098
85
$3.21M 0.22%
11,361
-17
86
$3.11M 0.21%
23,699
-39
87
$3.09M 0.21%
10,283
-99
88
$3.03M 0.21%
18,201
+1,189
89
$2.97M 0.21%
2,254
+161
90
$2.96M 0.2%
75,410
+2,687
91
$2.92M 0.2%
4,065
-44
92
$2.88M 0.2%
1,507
93
$2.85M 0.2%
27,669
+2,728
94
$2.85M 0.2%
10,446
-63
95
$2.54M 0.18%
4,135
+6
96
$2.54M 0.18%
108,260
+11,316
97
$2.43M 0.17%
19,822
+180
98
$2.26M 0.16%
80,188
-1,713
99
$2.2M 0.15%
7,890
-770
100
$2.18M 0.15%
4,447
-409
2 3
4
5 6