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
$254M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.23M
3
+$996K
4
RRC icon
Range Resources
RRC
+$854K
5
KO icon
Coca-Cola
KO
+$455K

Top Sells

1
+$3.47M
2
+$979K
3
+$418K
4
BBT
Beacon Financial Corp
BBT
+$307K
5
VTV icon
Vanguard Value ETF
VTV
+$255K

Sector Composition

1 Communication Services 15.87%
2 Consumer Staples 14.73%
3 Energy 12.26%
4 Industrials 11.15%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$451K 0.18%
5,300
102
$435K 0.17%
6,319
+1,000
103
$434K 0.17%
+27,050
104
$422K 0.17%
+33,600
105
$417K 0.16%
11,390
+1,550
106
$391K 0.15%
+8,609
107
$367K 0.14%
10,085
-25
108
$364K 0.14%
26,000
+600
109
$350K 0.14%
20,120
-1,100
110
$339K 0.13%
4,925
+625
111
$336K 0.13%
4,320
+680
112
$324K 0.13%
336
+5
113
$320K 0.13%
7,326
-390
114
$317K 0.12%
6,369
115
$313K 0.12%
9,380
-75
116
$295K 0.12%
+11,946
117
$295K 0.12%
7,245
-2,953
118
$294K 0.12%
19,040
119
$286K 0.11%
20,100
+5,950
120
$286K 0.11%
3,950
121
$272K 0.11%
17,000
+4,950
122
$272K 0.11%
16,546
-302
123
$268K 0.11%
+8,613
124
$260K 0.1%
5,271
+248
125
$256K 0.1%
5,908
-300
3 4
5
6 7