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
$528M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.12M
3
+$1.9M
4
DOW icon
Dow Inc
DOW
+$816K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$815K

Top Sells

1
+$3.38M
2
+$1.11M
3
+$683K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$538K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$511K

Sector Composition

1 Financials 18.02%
2 Technology 13.51%
3 Communication Services 13.47%
4 Healthcare 12.38%
5 Consumer Staples 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$353K 0.07%
2,036
+100
127
$337K 0.06%
2,454
128
$332K 0.06%
11,486
129
$325K 0.06%
10,590
-250
130
$322K 0.06%
15,400
131
$318K 0.06%
52,300
-2,050
132
$314K 0.06%
5,082
133
$313K 0.06%
20,757
134
$310K 0.06%
3,478
135
$309K 0.06%
14,727
136
$309K 0.06%
3,645
-4,525
137
$307K 0.06%
3,283
-300
138
$302K 0.06%
6,000
139
$300K 0.06%
+8,223
140
$281K 0.05%
772
141
$281K 0.05%
27,469
142
$278K 0.05%
4,224
143
$278K 0.05%
10,710
144
$277K 0.05%
9,196
145
$276K 0.05%
9,300
146
$275K 0.05%
16,810
-762
147
$270K 0.05%
4,931
148
$268K 0.05%
17,597
-3,800
149
$257K 0.05%
1,550
150
$256K 0.05%
7,500
4 5
6
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