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
$281M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$671K
2
+$317K
3
+$257K
4
NKE icon
Nike
NKE
+$230K
5
TROX icon
Tronox
TROX
+$222K

Top Sells

1
+$406K
2
+$364K
3
+$337K
4
BCSB
BCSB BANCORP INC COM STK
BCSB
+$215K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$200K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.08%
3 Energy 11.7%
4 Industrials 11.63%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$269K 0.1%
2,959
+284
127
$269K 0.1%
2,950
128
$264K 0.09%
5,271
129
$260K 0.09%
3,507
130
$254K 0.09%
3,500
131
$243K 0.09%
15,685
-665
132
$233K 0.08%
4,064
133
$230K 0.08%
+5,840
134
$225K 0.08%
1,700
135
$225K 0.08%
3,000
136
$222K 0.08%
+9,615
137
$214K 0.08%
+8,236
138
$213K 0.08%
+4,300
139
$211K 0.08%
+2,940
140
$210K 0.07%
6,000
141
$207K 0.07%
+1,438
142
$201K 0.07%
4,965
-2,280
143
$200K 0.07%
+5,225
144
$174K 0.06%
10,012
145
$170K 0.06%
10,999
146
$128K 0.05%
42,643
-20
147
$113K 0.04%
12,207
148
$94K 0.03%
26,469
149
– –
-4,987
150
– –
-10,000
3 4 5
6
7