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
$923M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$518K
3
+$498K
4
PYPL icon
PayPal
PYPL
+$490K
5
CRM icon
Salesforce
CRM
+$434K

Top Sells

1
+$1.13M
2
+$856K
3
+$788K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$570K
5
AAPL icon
Apple
AAPL
+$538K

Sector Composition

1 Technology 17.69%
2 Financials 16.18%
3 Healthcare 12.45%
4 Industrials 10.86%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$842K 0.09%
9,944
-376
127
$839K 0.09%
3,470
+165
128
$827K 0.09%
12,610
129
$821K 0.09%
3,701
-650
130
$815K 0.09%
23,421
-197
131
$735K 0.08%
5,465
+207
132
$734K 0.08%
15,914
-782
133
$722K 0.08%
9,258
-880
134
$705K 0.08%
9,575
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135
$699K 0.08%
40,997
136
$683K 0.07%
3,780
-149
137
$681K 0.07%
15,580
+1,725
138
$681K 0.07%
3,211
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139
$676K 0.07%
14,079
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140
$664K 0.07%
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141
$647K 0.07%
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142
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143
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144
$593K 0.06%
4,011
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145
$585K 0.06%
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146
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2,005
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147
$569K 0.06%
21,979
148
$566K 0.06%
5,066
-460
149
$559K 0.06%
2,014
+73
150
$554K 0.06%
12,085
4 5
6
7 8