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
$319M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$283K
3
+$231K
4
AAL icon
American Airlines Group
AAL
+$219K
5
HD icon
Home Depot
HD
+$216K

Top Sells

1
+$802K
2
+$406K
3
+$346K
4
TROX icon
Tronox
TROX
+$329K
5
HRI icon
Herc Holdings
HRI
+$261K

Sector Composition

1 Communication Services 14.81%
2 Consumer Staples 13.39%
3 Technology 12.1%
4 Healthcare 10.87%
5 Financials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$269K 0.08%
6,369
127
$266K 0.08%
2,909
128
$261K 0.08%
2,081
-300
129
$253K 0.08%
3,909
+310
130
$249K 0.08%
2,478
131
$247K 0.08%
8,502
+300
132
$247K 0.08%
20,800
-8,000
133
$246K 0.08%
5,112
134
$244K 0.08%
2,300
-1,000
135
$231K 0.07%
14,717
-7,380
136
$231K 0.07%
+14,685
137
$227K 0.07%
3,050
-607
138
$225K 0.07%
2,534
139
$224K 0.07%
1,287
140
$219K 0.07%
+4,092
141
$216K 0.07%
+2,057
142
$215K 0.07%
2,600
143
$215K 0.07%
5,367
144
$212K 0.07%
5,255
145
$200K 0.06%
+2,398
146
$177K 0.06%
11,399
-500
147
$168K 0.05%
10,012
148
$159K 0.05%
11,640
-5,250
149
$157K 0.05%
12,207
150
$139K 0.04%
+11,597
3 4 5
6
7