BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.31M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.01M
5
ETN icon
Eaton
ETN
+$895K

Top Sells

1
+$8.98M
2
+$6.1M
3
+$631K
4
ORLY icon
O'Reilly Automotive
ORLY
+$527K
5
AVGO icon
Broadcom
AVGO
+$522K

Sector Composition

1 Technology 20.62%
2 Financials 16.81%
3 Consumer Discretionary 11.24%
4 Industrials 10.47%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.58M 0.14%
13,368
-450
102
$1.53M 0.13%
4,400
-47
103
$1.53M 0.13%
25,016
-193
104
$1.5M 0.13%
59,050
+7,231
105
$1.47M 0.13%
8,600
-11
106
$1.45M 0.12%
19,789
+34
107
$1.44M 0.12%
8,679
-369
108
$1.43M 0.12%
21,125
-360
109
$1.41M 0.12%
35,906
110
$1.32M 0.11%
4,837
-4
111
$1.27M 0.11%
25,570
112
$1.23M 0.11%
2,189
+206
113
$1.23M 0.11%
20,412
114
$1.22M 0.1%
3,908
+330
115
$1.18M 0.1%
18,549
-338
116
$1.12M 0.1%
3,668
+80
117
$1.1M 0.09%
4,553
118
$1.09M 0.09%
15,114
+268
119
$1.08M 0.09%
18,053
-820
120
$1.04M 0.09%
7,452
+83
121
$1.03M 0.09%
5,729
-49,984
122
$1.02M 0.09%
8,743
-965
123
$951K 0.08%
8,645
-7
124
$945K 0.08%
57,600
-1,600
125
$914K 0.08%
5,293
+371
3 4
5
6 7