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
$831M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.4M
3
+$1.06M
4
AVGO icon
Broadcom
AVGO
+$861K
5
MCD icon
McDonald's
MCD
+$597K

Top Sells

1
+$1.75M
2
+$705K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$427K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$422K

Sector Composition

1 Financials 16.76%
2 Technology 14.93%
3 Healthcare 13.23%
4 Industrials 11.76%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$861K 0.1%
+15,390
127
$821K 0.1%
8,326
-4,280
128
$799K 0.1%
56,918
-9,220
129
$772K 0.09%
12,069
130
$763K 0.09%
5,203
-71
131
$718K 0.09%
23,637
+784
132
$716K 0.09%
21,777
-334
133
$702K 0.08%
74,015
-17,701
134
$675K 0.08%
10,277
-302
135
$645K 0.08%
13,016
136
$643K 0.08%
4,986
+47
137
$641K 0.08%
3,780
138
$640K 0.08%
3,860
+72
139
$619K 0.07%
15,882
-1,495
140
$615K 0.07%
65,974
141
$611K 0.07%
1,256
142
$609K 0.07%
4,339
+66
143
$606K 0.07%
7,416
-150
144
$580K 0.07%
2,707
145
$574K 0.07%
8,510
-748
146
$561K 0.07%
16,790
147
$533K 0.06%
40,997
148
$522K 0.06%
5,066
149
$522K 0.06%
984
-12
150
$518K 0.06%
12,561
+80
4 5
6
7 8