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
$783M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.08M
4
TSM icon
TSMC
TSM
+$874K
5
RTX icon
RTX Corp
RTX
+$674K

Top Sells

1
+$1.23M
2
+$774K
3
+$696K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$544K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$437K

Sector Composition

1 Technology 17.37%
2 Financials 16.92%
3 Healthcare 12.43%
4 Communication Services 12.08%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.17%
16,295
-819
102
$1.34M 0.17%
7,695
103
$1.3M 0.17%
10,811
-300
104
$1.24M 0.16%
8,808
-96
105
$1.21M 0.16%
44,038
+50
106
$1.14M 0.15%
23,817
-96
107
$1.14M 0.15%
3,057
108
$1.12M 0.14%
68,043
-5,164
109
$1.08M 0.14%
5,576
110
$1.03M 0.13%
19,142
+853
111
$1.03M 0.13%
18,103
-792
112
$987K 0.13%
5,070
-48
113
$984K 0.13%
5,946
114
$978K 0.12%
33,597
-3,084
115
$966K 0.12%
27,831
-4,886
116
$931K 0.12%
22,717
-2,110
117
$918K 0.12%
4,199
-85
118
$906K 0.12%
2,967
+803
119
$874K 0.11%
+8,019
120
$873K 0.11%
5,869
-1
121
$873K 0.11%
19,395
122
$796K 0.1%
28,320
+1,890
123
$774K 0.1%
23,031
-3,455
124
$768K 0.1%
10,528
-118
125
$666K 0.09%
3,733
-560
3 4
5
6 7