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
$254M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.23M
3
+$996K
4
RRC icon
Range Resources
RRC
+$854K
5
KO icon
Coca-Cola
KO
+$455K

Top Sells

1
+$3.47M
2
+$979K
3
+$418K
4
BBT
Beacon Financial Corp
BBT
+$307K
5
VTV icon
Vanguard Value ETF
VTV
+$255K

Sector Composition

1 Communication Services 15.87%
2 Consumer Staples 14.73%
3 Energy 12.26%
4 Industrials 11.15%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.1%
3,577
-3,650
127
$241K 0.09%
3,500
128
$240K 0.09%
+2,950
129
$236K 0.09%
+3,507
130
$223K 0.09%
+2,675
131
$223K 0.09%
2,000
132
$220K 0.09%
+16,350
133
$219K 0.09%
+4,064
134
$216K 0.08%
+1,700
135
$215K 0.08%
+6,000
136
$215K 0.08%
8,815
137
$203K 0.08%
+3,000
138
$200K 0.08%
4,987
-500
139
$186K 0.07%
+10,999
140
$176K 0.07%
10,012
141
$147K 0.06%
42,663
-4,100
142
$147K 0.06%
+697
143
$105K 0.04%
12,207
144
$103K 0.04%
+26,469
145
$71K 0.03%
10,000
146
– –
-106,372
147
– –
-11,042
148
– –
-8,673
149
– –
-13,961
150
– –
-3,757
3 4 5
6
7