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
$387M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.42M
3
+$784K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$520K
5
EW icon
Edwards Lifesciences
EW
+$494K

Top Sells

1
+$324K
2
+$250K
3
+$229K
4
CMCSA icon
Comcast
CMCSA
+$223K
5
GE icon
GE Aerospace
GE
+$214K

Sector Composition

1 Communication Services 16.83%
2 Financials 14.24%
3 Consumer Staples 13.94%
4 Healthcare 10.2%
5 Technology 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$308K 0.08%
5,319
127
$307K 0.08%
3,714
-150
128
$303K 0.08%
10,016
-1,400
129
$291K 0.08%
2,491
-1,100
130
$291K 0.08%
3,411
+170
131
$289K 0.07%
5,001
132
$287K 0.07%
5,585
-300
133
$281K 0.07%
976
-36
134
$280K 0.07%
3,478
135
$277K 0.07%
8,368
136
$267K 0.07%
4,849
137
$264K 0.07%
13,360
138
$261K 0.07%
8,744
139
$259K 0.07%
267
-4
140
$258K 0.07%
+7,250
141
$250K 0.06%
2,699
-300
142
$250K 0.06%
+3,676
143
$247K 0.06%
15,925
-1,909
144
$247K 0.06%
9,832
-500
145
$246K 0.06%
1,319
146
$244K 0.06%
3,800
147
$244K 0.06%
2,193
-12
148
$242K 0.06%
15,397
149
$239K 0.06%
6,620
150
$232K 0.06%
+9,275
4 5
6
7 8