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
$783M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.08M
4
TSM icon
TSMC
TSM
+$874K
5
RTX icon
RTX Corp
RTX
+$674K

Top Sells

1
+$1.23M
2
+$774K
3
+$696K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$544K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$437K

Sector Composition

1 Technology 17.37%
2 Financials 16.92%
3 Healthcare 12.43%
4 Communication Services 12.08%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$652K 0.08%
986
127
$647K 0.08%
8,385
-139
128
$640K 0.08%
16,514
-1,000
129
$605K 0.08%
2,843
+19
130
$602K 0.08%
12,923
-239
131
$570K 0.07%
3,230
132
$563K 0.07%
11,023
133
$552K 0.07%
4,644
-235
134
$534K 0.07%
5,550
-1,525
135
$530K 0.07%
3,345
+1,607
136
$529K 0.07%
22,375
137
$516K 0.07%
5,636
+270
138
$508K 0.06%
37,215
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139
$469K 0.06%
+2,015
140
$450K 0.06%
8,977
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141
$446K 0.06%
11,835
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142
$425K 0.05%
3,730
+267
143
$422K 0.05%
15,390
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144
$415K 0.05%
38,939
-20
145
$407K 0.05%
3,321
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146
$398K 0.05%
2,669
147
$378K 0.05%
1,420
-443
148
$372K 0.05%
+222
149
$371K 0.05%
5,733
-150
150
$369K 0.05%
5,820
4 5
6
7 8