BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.83M
3
+$1.2M
4
EW icon
Edwards Lifesciences
EW
+$944K
5
HBAN icon
Huntington Bancshares
HBAN
+$775K

Top Sells

1
+$1.4M
2
+$1.01M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$471K
5
AAPL icon
Apple
AAPL
+$421K

Sector Composition

1 Technology 23.01%
2 Financials 14.76%
3 Industrials 11.47%
4 Communication Services 10.5%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.17M 0.15%
84,993
-15,411
102
$2.16M 0.15%
6,075
-4
103
$2.11M 0.15%
6,442
-21
104
$2.07M 0.14%
58,265
-3,372
105
$2.04M 0.14%
24,365
-1,702
106
$2.03M 0.14%
33,205
-1,153
107
$2.01M 0.14%
7,156
-296
108
$2M 0.14%
9,249
+77
109
$1.95M 0.13%
19,395
110
$1.89M 0.13%
8,025
-23
111
$1.81M 0.13%
16,121
-535
112
$1.78M 0.12%
2,654
-3
113
$1.77M 0.12%
34,405
-400
114
$1.77M 0.12%
5,177
115
$1.75M 0.12%
5,137
116
$1.69M 0.12%
38,355
-3,244
117
$1.63M 0.11%
47,302
-264
118
$1.6M 0.11%
36,000
-500
119
$1.51M 0.1%
13,894
+4
120
$1.42M 0.1%
19,903
121
$1.41M 0.1%
1,957
+630
122
$1.4M 0.1%
20,509
+37
123
$1.39M 0.1%
8,753
+10
124
$1.39M 0.1%
22,258
-124
125
$1.35M 0.09%
7,222
-340
3 4
5
6 7