BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
This Quarter Return
+4.64%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$319M
AUM Growth
+$319M
(+3.6%)
Cap. Flow
-$193K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
27.13%
Holding
162
New
6
Increased
57
Reduced
50
Closed
8
Top Buys
| 1 |
Abbott
ABT
|
$491K |
| 2 |
Baxter International
BAX
|
$283K |
| 3 |
Tractor Supply
TSCO
|
$231K |
| 4 |
American Airlines Group
AAL
|
$219K |
| 5 |
Home Depot
HD
|
$216K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$802K |
| 2 |
DISH
DISH Network Corp.
DISH
|
$406K |
| 3 |
SWN
Southwestern Energy Company
SWN
|
$346K |
| 4 |
Tronox
TROX
|
$329K |
| 5 |
Herc Holdings
HRI
|
$261K |
Sector Composition
| 1 | Communication Services | 14.81% |
| 2 | Consumer Staples | 13.39% |
| 3 | Technology | 12.1% |
| 4 | Healthcare | 10.87% |
| 5 | Financials | 10.86% |
