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
$923M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$518K
3
+$498K
4
PYPL icon
PayPal
PYPL
+$490K
5
CRM icon
Salesforce
CRM
+$434K

Top Sells

1
+$1.13M
2
+$856K
3
+$788K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$570K
5
AAPL icon
Apple
AAPL
+$538K

Sector Composition

1 Technology 17.69%
2 Financials 16.18%
3 Healthcare 12.45%
4 Industrials 10.86%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.59M 0.17%
73,700
-2,500
102
$1.52M 0.16%
24,235
-2,100
103
$1.5M 0.16%
30,329
-2,000
104
$1.49M 0.16%
2,283
+48
105
$1.48M 0.16%
59,271
106
$1.46M 0.16%
5,831
+414
107
$1.42M 0.15%
63,407
-2,600
108
$1.37M 0.15%
8,475
+211
109
$1.32M 0.14%
28,325
+325
110
$1.32M 0.14%
5,460
+50
111
$1.31M 0.14%
6,117
-559
112
$1.29M 0.14%
26,037
-1,980
113
$1.26M 0.14%
19,395
114
$1.24M 0.13%
9,551
+9
115
$1.21M 0.13%
24,304
+3,100
116
$1.17M 0.13%
22,320
117
$1.16M 0.13%
5,121
+50
118
$1.09M 0.12%
4,778
-482
119
$1.08M 0.12%
5,097
-75
120
$1.03M 0.11%
+18,727
121
$1.03M 0.11%
5,441
-234
122
$972K 0.11%
16,009
-2,123
123
$916K 0.1%
23,207
124
$887K 0.1%
17,674
125
$863K 0.09%
31,630
+6,490
3 4
5
6 7