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
$439M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.14M
3
+$917K
4
DHI icon
D.R. Horton
DHI
+$368K
5
FCB
FCB Financial Holdings, Inc.
FCB
+$332K

Top Sells

1
+$2.79M
2
+$444K
3
+$305K
4
ASBB
ASB Bancorp Inc
ASBB
+$237K
5
CMG icon
Chipotle Mexican Grill
CMG
+$235K

Sector Composition

1 Financials 15.89%
2 Communication Services 15.89%
3 Consumer Staples 13.11%
4 Healthcare 10.98%
5 Technology 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$651K 0.15%
22,871
-476
102
$623K 0.14%
20,197
-750
103
$617K 0.14%
15,312
-15
104
$616K 0.14%
3,768
+33
105
$604K 0.14%
23,190
+750
106
$600K 0.14%
5,028
+150
107
$589K 0.13%
8,910
-500
108
$558K 0.13%
5,587
-430
109
$536K 0.12%
26,480
110
$530K 0.12%
60,820
+2,100
111
$500K 0.11%
338
-20
112
$482K 0.11%
3,394
113
$457K 0.1%
3,760
+80
114
$456K 0.1%
13,160
-627
115
$414K 0.09%
4,900
+310
116
$405K 0.09%
1,614
117
$404K 0.09%
12,665
118
$398K 0.09%
6,237
119
$368K 0.08%
+9,215
120
$357K 0.08%
10,616
+850
121
$356K 0.08%
980
+4
122
$352K 0.08%
2,824
+125
123
$347K 0.08%
3,793
-16
124
$347K 0.08%
5,374
125
$345K 0.08%
10,177
3 4
5
6 7