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
$281M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$671K
2
+$317K
3
+$257K
4
NKE icon
Nike
NKE
+$230K
5
TROX icon
Tronox
TROX
+$222K

Top Sells

1
+$406K
2
+$364K
3
+$337K
4
BCSB
BCSB BANCORP INC COM STK
BCSB
+$215K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$200K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.08%
3 Energy 11.7%
4 Industrials 11.63%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$472K 0.17%
11,690
+300
102
$455K 0.16%
5,300
103
$446K 0.16%
3,845
104
$441K 0.16%
9,238
+629
105
$432K 0.15%
15,810
-400
106
$405K 0.14%
336
107
$396K 0.14%
10,075
-10
108
$393K 0.14%
5,162
+237
109
$392K 0.14%
30,470
+10,370
110
$363K 0.13%
4,320
111
$357K 0.13%
20,120
112
$342K 0.12%
28,800
-4,800
113
$330K 0.12%
6,318
-1,008
114
$328K 0.12%
19,575
+2,575
115
$317K 0.11%
+3,300
116
$315K 0.11%
5,908
117
$315K 0.11%
4,127
+550
118
$313K 0.11%
11,946
119
$306K 0.11%
3,950
120
$306K 0.11%
9,230
-150
121
$305K 0.11%
6,369
122
$303K 0.11%
16,798
+252
123
$291K 0.1%
19,290
+250
124
$281K 0.1%
8,588
-25
125
$271K 0.1%
2,000
3 4
5
6 7