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
$288M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.02M
3
+$414K
4
HBAN icon
Huntington Bancshares
HBAN
+$339K
5
MRK icon
Merck
MRK
+$305K

Top Sells

1
+$1.25M
2
+$664K
3
+$656K
4
LBTYA icon
Liberty Global Class A
LBTYA
+$435K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$254K

Sector Composition

1 Communication Services 15.57%
2 Consumer Staples 13.73%
3 Energy 11.81%
4 Industrials 11.17%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$277K 0.1%
3,507
127
$274K 0.1%
2,000
128
$268K 0.09%
4,064
129
$261K 0.09%
7,655
-1,575
130
$260K 0.09%
3,194
+194
131
$246K 0.09%
+1,326
132
$246K 0.09%
8,492
-96
133
$242K 0.08%
5,271
134
$237K 0.08%
+5,847
135
$229K 0.08%
9,615
136
$226K 0.08%
6,112
+272
137
$222K 0.08%
15,685
138
$219K 0.08%
4,300
139
$218K 0.08%
5,325
+100
140
$216K 0.08%
2,940
141
$212K 0.07%
1,700
142
$210K 0.07%
+3,881
143
$210K 0.07%
6,000
144
$201K 0.07%
+2,600
145
$186K 0.06%
11,899
+900
146
$177K 0.06%
10,012
147
$116K 0.04%
12,207
148
$113K 0.04%
37,643
-5,000
149
$104K 0.04%
26,469
150
– –
-8,236
3 4 5
6
7