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
$744M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$720K
3
+$480K
4
UNP icon
Union Pacific
UNP
+$451K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$439K

Top Sells

1
+$725K
2
+$720K
3
+$540K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$334K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$324K

Sector Composition

1 Technology 16.22%
2 Financials 15.86%
3 Healthcare 13.19%
4 Consumer Staples 10.87%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$727K 0.1%
4,092
-85
127
$701K 0.09%
22,853
-415
128
$683K 0.09%
41,873
129
$672K 0.09%
4,939
-75
130
$647K 0.09%
13,016
-1,700
131
$634K 0.09%
17,377
-60
132
$623K 0.08%
22,111
-765
133
$604K 0.08%
65,974
134
$594K 0.08%
12,069
-71
135
$593K 0.08%
10,579
+615
136
$585K 0.08%
3,780
137
$575K 0.08%
9,258
138
$551K 0.07%
40,997
139
$528K 0.07%
4,273
+161
140
$503K 0.07%
996
-68
141
$485K 0.07%
1,256
142
$478K 0.06%
3,221
-7
143
$471K 0.06%
5,066
144
$467K 0.06%
2,219
+204
145
$462K 0.06%
7,566
-95
146
$461K 0.06%
3,088
+480
147
$458K 0.06%
16,790
148
$452K 0.06%
2,707
-90
149
$449K 0.06%
11,080
150
$444K 0.06%
12,481
+296
4 5
6
7 8