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
$439M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.14M
3
+$917K
4
DHI icon
D.R. Horton
DHI
+$368K
5
FCB
FCB Financial Holdings, Inc.
FCB
+$332K

Top Sells

1
+$2.79M
2
+$444K
3
+$305K
4
ASBB
ASB Bancorp Inc
ASBB
+$237K
5
CMG icon
Chipotle Mexican Grill
CMG
+$235K

Sector Composition

1 Financials 15.89%
2 Communication Services 15.89%
3 Consumer Staples 13.11%
4 Healthcare 10.98%
5 Technology 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$342K 0.08%
5,001
127
$339K 0.08%
9,260
+516
128
$336K 0.08%
2,491
129
$334K 0.08%
17,389
130
$333K 0.08%
5,319
131
$332K 0.08%
+6,866
132
$319K 0.07%
3,361
133
$310K 0.07%
4,014
+400
134
$301K 0.07%
5,610
135
$300K 0.07%
2,577
-125
136
$299K 0.07%
7,020
137
$299K 0.07%
35,600
+1,600
138
$298K 0.07%
1,319
-8
139
$298K 0.07%
2,193
140
$295K 0.07%
3,478
141
$294K 0.07%
257
142
$278K 0.06%
1,586
143
$275K 0.06%
16,645
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144
$270K 0.06%
4,200
145
$269K 0.06%
5,866
-150
146
$265K 0.06%
24,279
147
$259K 0.06%
5,358
+75
148
$257K 0.06%
9,966
149
$256K 0.06%
5,082
150
$252K 0.06%
14,766
4 5
6
7 8