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
$371M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$772K
3
+$670K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$548K
5
HBAN icon
Huntington Bancshares
HBAN
+$392K

Top Sells

1
+$729K
2
+$216K
3
+$204K
4
DISH
DISH Network Corp.
DISH
+$196K
5
VOD icon
Vodafone
VOD
+$169K

Sector Composition

1 Communication Services 17.13%
2 Consumer Staples 15.02%
3 Financials 12.4%
4 Healthcare 11.14%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$647K 0.17%
19,567
-663
102
$622K 0.17%
2,151
+18
103
$579K 0.16%
8,807
+803
104
$548K 0.15%
+11,036
105
$531K 0.14%
4,130
+454
106
$516K 0.14%
358
107
$477K 0.13%
5,480
+180
108
$471K 0.13%
5,974
+80
109
$462K 0.12%
3,680
110
$444K 0.12%
18,450
+498
111
$431K 0.12%
5,065
112
$417K 0.11%
14,105
+321
113
$395K 0.11%
3,394
114
$376K 0.1%
5,893
-117
115
$369K 0.1%
52,970
+1,000
116
$362K 0.1%
11,416
+2,411
117
$351K 0.09%
+13,789
118
$349K 0.09%
1,614
-120
119
$348K 0.09%
10,177
120
$344K 0.09%
22,889
-7,500
121
$333K 0.09%
6,395
122
$325K 0.09%
2,471
+482
123
$323K 0.09%
3,591
-116
124
$320K 0.09%
11,870
+1,353
125
$315K 0.09%
3,906
+100
3 4
5
6 7