BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.52M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.02M

Top Sells

1
+$11.5M
2
+$8.35M
3
+$348K
4
ORLY icon
O'Reilly Automotive
ORLY
+$312K
5
MA icon
Mastercard
MA
+$259K

Sector Composition

1 Technology 22.03%
2 Financials 15.38%
3 Industrials 11.48%
4 Communication Services 10.17%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.18M 0.16%
4,129
+461
102
$2.09M 0.16%
26,067
+3,136
103
$2.01M 0.15%
61,637
+2,787
104
$1.96M 0.15%
6,463
+168
105
$1.96M 0.15%
8,660
-19
106
$1.94M 0.14%
34,358
+497
107
$1.92M 0.14%
9,172
+572
108
$1.85M 0.14%
6,079
+16
109
$1.83M 0.14%
8,048
+285
110
$1.82M 0.14%
5,137
+551
111
$1.8M 0.13%
41,599
+2,137
112
$1.78M 0.13%
19,395
113
$1.73M 0.13%
16,656
+872
114
$1.65M 0.12%
2,657
+468
115
$1.63M 0.12%
7,452
116
$1.61M 0.12%
47,566
-741
117
$1.51M 0.11%
5,177
+340
118
$1.51M 0.11%
22,382
+1,257
119
$1.5M 0.11%
36,500
+594
120
$1.45M 0.11%
19,834
+1,285
121
$1.42M 0.11%
20,472
+7,311
122
$1.4M 0.1%
19,903
+114
123
$1.36M 0.1%
13,890
+522
124
$1.34M 0.1%
6,446
+717
125
$1.34M 0.1%
4,030
-370
3 4
5
6 7