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
$889M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$796K
3
+$760K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$672K
5
PM icon
Philip Morris
PM
+$616K

Top Sells

1
+$457K
2
+$397K
3
+$362K
4
DHI icon
D.R. Horton
DHI
+$292K
5
ABT icon
Abbott
ABT
+$280K

Sector Composition

1 Technology 17.26%
2 Financials 16.97%
3 Communication Services 12.11%
4 Healthcare 11.91%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$878K 0.1%
17,335
+1,311
127
$874K 0.1%
19,743
-875
128
$873K 0.1%
12,825
-200
129
$863K 0.1%
5,182
+30
130
$840K 0.09%
10,764
+258
131
$797K 0.09%
15,165
-1,735
132
$745K 0.08%
9,487
+266
133
$724K 0.08%
3,163
134
$717K 0.08%
986
135
$704K 0.08%
4,845
+90
136
$673K 0.08%
3,163
+1,225
137
$673K 0.08%
22,849
-575
138
$646K 0.07%
40,997
139
$644K 0.07%
3,920
140
$642K 0.07%
1,938
141
$635K 0.07%
2,991
+7
142
$631K 0.07%
5,257
143
$624K 0.07%
3,568
144
$613K 0.07%
18,843
+3,248
145
$593K 0.07%
11,248
+2,403
146
$590K 0.07%
6,773
+1,290
147
$587K 0.07%
28,340
+420
148
$586K 0.07%
11,331
+274
149
$584K 0.07%
+11,557
150
$581K 0.07%
16,790
4 5
6
7 8