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
$831M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.4M
3
+$1.06M
4
AVGO icon
Broadcom
AVGO
+$861K
5
MCD icon
McDonald's
MCD
+$597K

Top Sells

1
+$1.75M
2
+$705K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$427K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$422K

Sector Composition

1 Financials 16.76%
2 Technology 14.93%
3 Healthcare 13.23%
4 Industrials 11.76%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.18%
30,825
102
$1.46M 0.18%
55,320
-7,938
103
$1.4M 0.17%
+32,441
104
$1.39M 0.17%
2,212
+32
105
$1.37M 0.16%
7,904
-63
106
$1.3M 0.16%
5,235
-173
107
$1.28M 0.15%
38,963
-886
108
$1.28M 0.15%
9,058
-424
109
$1.24M 0.15%
71,803
110
$1.21M 0.15%
31,904
-800
111
$1.21M 0.15%
25,539
+198
112
$1.19M 0.14%
6,224
-1,451
113
$1.17M 0.14%
6,363
+139
114
$1.15M 0.14%
20,155
-351
115
$1.13M 0.14%
25,205
-195
116
$1.13M 0.14%
19,395
117
$1.1M 0.13%
15,521
-448
118
$1.06M 0.13%
+12,445
119
$1.05M 0.13%
30,038
+1,700
120
$1.02M 0.12%
58,833
121
$1.01M 0.12%
40,039
-1,834
122
$977K 0.12%
4,702
+610
123
$964K 0.12%
21,099
+579
124
$919K 0.11%
3,499
-35
125
$866K 0.1%
10,354
+410
3 4
5
6 7