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
$564M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$3.64M
3
+$1.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$923K
5
ROP icon
Roper Technologies
ROP
+$902K

Top Sells

1
+$4.2M
2
+$2.09M
3
+$540K
4
AAPL icon
Apple
AAPL
+$538K
5
MSFT icon
Microsoft
MSFT
+$442K

Sector Composition

1 Financials 17.05%
2 Technology 15.63%
3 Healthcare 14.32%
4 Consumer Staples 12.3%
5 Communication Services 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$443K 0.08%
4,979
+343
127
$430K 0.08%
986
-25
128
$423K 0.08%
4,550
+100
129
$415K 0.07%
8,578
130
$405K 0.07%
5,006
+275
131
$396K 0.07%
23,400
-6,470
132
$377K 0.07%
2,819
+335
133
$374K 0.07%
4,956
-222
134
$370K 0.07%
6,440
135
$358K 0.06%
13,280
136
$357K 0.06%
22,737
137
$349K 0.06%
34,240
138
$336K 0.06%
6,210
139
$317K 0.06%
1,563
140
$312K 0.06%
12,793
-83
141
$309K 0.05%
2,585
142
$298K 0.05%
1,869
-122
143
$298K 0.05%
6,000
144
$297K 0.05%
+8,854
145
$277K 0.05%
11,199
-1,980
146
$274K 0.05%
5,082
147
$272K 0.05%
+10,960
148
$270K 0.05%
11,223
-263
149
$265K 0.05%
17,765
150
$262K 0.05%
14,570
4 5
6
7 8