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
$319M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$283K
3
+$231K
4
AAL icon
American Airlines Group
AAL
+$219K
5
HD icon
Home Depot
HD
+$216K

Top Sells

1
+$802K
2
+$406K
3
+$346K
4
TROX icon
Tronox
TROX
+$329K
5
HRI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$484K 0.15%
9,020
+3,150
102
$461K 0.14%
6,787
103
$456K 0.14%
47,770
-4,325
104
$440K 0.14%
6,319
105
$438K 0.14%
13,837
-199
106
$433K 0.14%
3,815
-650
107
$417K 0.13%
14,571
+525
108
$410K 0.13%
4,847
-95
109
$410K 0.13%
11,085
-1,375
110
$406K 0.13%
284
-52
111
$405K 0.13%
6,158
+250
112
$398K 0.12%
10,460
-6,100
113
$395K 0.12%
11,470
+2,600
114
$392K 0.12%
8,715
-200
115
$388K 0.12%
7,250
116
$379K 0.12%
13,610
-300
117
$363K 0.11%
14,648
-5,105
118
$360K 0.11%
3,950
119
$360K 0.11%
25,250
-300
120
$304K 0.1%
2,000
121
$301K 0.09%
3,194
122
$298K 0.09%
1,519
123
$298K 0.09%
3,914
-300
124
$294K 0.09%
6,828
+370
125
$271K 0.09%
3,065
3 4
5
6 7