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
$288M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.02M
3
+$414K
4
HBAN icon
Huntington Bancshares
HBAN
+$339K
5
MRK icon
Merck
MRK
+$305K

Top Sells

1
+$1.25M
2
+$664K
3
+$656K
4
LBTYA icon
Liberty Global Class A
LBTYA
+$435K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$254K

Sector Composition

1 Communication Services 15.57%
2 Consumer Staples 13.73%
3 Energy 11.81%
4 Industrials 11.17%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$480K 0.17%
11,190
-500
102
$475K 0.17%
3,845
103
$467K 0.16%
27,100
+156
104
$455K 0.16%
6,062
+900
105
$452K 0.16%
348
-30
106
$440K 0.15%
5,300
107
$423K 0.15%
12,339
-12,703
108
$405K 0.14%
4,320
109
$398K 0.14%
336
110
$391K 0.14%
14,310
-1,500
111
$360K 0.13%
20,120
112
$358K 0.12%
14,046
+2,100
113
$355K 0.12%
28,800
114
$350K 0.12%
5,908
115
$345K 0.12%
19,575
116
$344K 0.12%
3,950
117
$337K 0.12%
6,318
118
$334K 0.12%
16,798
119
$322K 0.11%
3,300
120
$322K 0.11%
4,127
121
$306K 0.11%
6,369
122
$292K 0.1%
19,290
123
$289K 0.1%
2,909
-50
124
$289K 0.1%
+2,381
125
$278K 0.1%
3,065
+115
3 4
5
6 7