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
$889M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$796K
3
+$760K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$672K
5
PM icon
Philip Morris
PM
+$616K

Top Sells

1
+$457K
2
+$397K
3
+$362K
4
DHI icon
D.R. Horton
DHI
+$292K
5
ABT icon
Abbott
ABT
+$280K

Sector Composition

1 Technology 17.26%
2 Financials 16.97%
3 Communication Services 12.11%
4 Healthcare 11.91%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.64M 0.18%
10,961
+250
102
$1.64M 0.18%
28,113
-150
103
$1.62M 0.18%
27,103
-100
104
$1.6M 0.18%
7,305
+8
105
$1.51M 0.17%
62,144
-391
106
$1.47M 0.17%
68,043
107
$1.44M 0.16%
7,220
-175
108
$1.37M 0.15%
+27,329
109
$1.37M 0.15%
10,302
-137
110
$1.36M 0.15%
2,172
111
$1.29M 0.15%
8,389
-250
112
$1.29M 0.14%
27,696
+591
113
$1.22M 0.14%
4,975
114
$1.19M 0.13%
18,159
-38
115
$1.17M 0.13%
23,991
-500
116
$1.14M 0.13%
5,221
+134
117
$1.13M 0.13%
5,755
-175
118
$1.09M 0.12%
26,905
-170
119
$1.08M 0.12%
5,575
+100
120
$1.05M 0.12%
19,395
121
$1.03M 0.12%
12,606
+8,205
122
$1.02M 0.11%
22,320
123
$1.01M 0.11%
20,303
+3,827
124
$960K 0.11%
4,312
+250
125
$930K 0.1%
23,197
-1,050
3 4
5
6 7