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
$371M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$772K
3
+$670K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$548K
5
HBAN icon
Huntington Bancshares
HBAN
+$392K

Top Sells

1
+$729K
2
+$216K
3
+$204K
4
DISH
DISH Network Corp.
DISH
+$196K
5
VOD icon
Vodafone
VOD
+$169K

Sector Composition

1 Communication Services 17.13%
2 Consumer Staples 15.02%
3 Financials 12.4%
4 Healthcare 11.14%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$312K 0.08%
3,864
+150
127
$296K 0.08%
5,001
128
$281K 0.08%
5,319
129
$273K 0.07%
1,012
130
$272K 0.07%
3,241
131
$267K 0.07%
3,478
132
$267K 0.07%
8,744
133
$266K 0.07%
+2,999
134
$264K 0.07%
+6,733
135
$263K 0.07%
271
136
$260K 0.07%
+6,220
137
$258K 0.07%
5,110
-157
138
$256K 0.07%
10,332
139
$255K 0.07%
6,620
140
$252K 0.07%
5,885
-1,850
141
$250K 0.07%
15,232
142
$245K 0.07%
+2,205
143
$232K 0.06%
+4,200
144
$232K 0.06%
8,368
145
$231K 0.06%
2,883
+374
146
$231K 0.06%
5,082
147
$231K 0.06%
4,315
148
$230K 0.06%
1,319
149
$229K 0.06%
+3,575
150
$227K 0.06%
2,688
3 4 5
6
7