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
$884M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.13M
3
+$1.06M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$813K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$790K

Top Sells

1
+$776K
2
+$710K
3
+$601K
4
CSCO icon
Cisco
CSCO
+$483K
5
CPAY icon
Corpay
CPAY
+$395K

Sector Composition

1 Financials 17.27%
2 Technology 17.15%
3 Communication Services 12.13%
4 Healthcare 11.74%
5 Industrials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.64M 0.19%
5,607
+691
102
$1.62M 0.18%
42,366
+178
103
$1.59M 0.18%
10,711
-100
104
$1.47M 0.17%
18,197
-2,450
105
$1.46M 0.17%
10,439
-876
106
$1.43M 0.16%
16,937
107
$1.41M 0.16%
7,395
108
$1.41M 0.16%
2,172
109
$1.41M 0.16%
68,043
110
$1.34M 0.15%
8,639
-210
111
$1.27M 0.14%
27,105
+495
112
$1.25M 0.14%
+4,975
113
$1.22M 0.14%
5,459
-356
114
$1.19M 0.13%
24,491
-2,220
115
$1.15M 0.13%
5,087
+22
116
$1.12M 0.13%
5,930
+61
117
$1.06M 0.12%
22,320
118
$1.06M 0.12%
19,395
119
$1.02M 0.12%
5,475
-471
120
$1.01M 0.11%
27,075
+390
121
$950K 0.11%
4,062
-114
122
$900K 0.1%
24,247
-3,512
123
$895K 0.1%
16,476
+377
124
$894K 0.1%
13,025
-678
125
$886K 0.1%
16,900
+2,482
3 4
5
6 7