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
$744M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$720K
3
+$480K
4
UNP icon
Union Pacific
UNP
+$451K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$439K

Top Sells

1
+$725K
2
+$720K
3
+$540K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$334K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$324K

Sector Composition

1 Technology 16.22%
2 Financials 15.86%
3 Healthcare 13.19%
4 Consumer Staples 10.87%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.38M 0.19%
7,675
+2,448
102
$1.36M 0.18%
35,214
-974
103
$1.29M 0.17%
23,601
-238
104
$1.27M 0.17%
39,849
-428
105
$1.25M 0.17%
12,606
-1,423
106
$1.18M 0.16%
7,967
-99
107
$1.15M 0.15%
5,408
+23
108
$1.14M 0.15%
2,180
109
$1.13M 0.15%
9,482
-416
110
$1.1M 0.15%
25,341
-396
111
$1.06M 0.14%
6,224
+789
112
$1.05M 0.14%
91,716
-197
113
$1.02M 0.14%
20,506
+2,279
114
$967K 0.13%
19,395
115
$944K 0.13%
25,400
-1,745
116
$943K 0.13%
58,833
117
$943K 0.13%
15,969
-40
118
$915K 0.12%
66,138
-620
119
$894K 0.12%
32,704
+2,292
120
$829K 0.11%
20,520
-1,700
121
$816K 0.11%
4,951
-70
122
$809K 0.11%
28,338
-700
123
$797K 0.11%
3,534
+10
124
$782K 0.11%
5,274
125
$780K 0.1%
9,944
3 4
5
6 7