BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.31M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.01M
5
ETN icon
Eaton
ETN
+$895K

Top Sells

1
+$8.98M
2
+$6.1M
3
+$631K
4
ORLY icon
O'Reilly Automotive
ORLY
+$527K
5
AVGO icon
Broadcom
AVGO
+$522K

Sector Composition

1 Technology 20.62%
2 Financials 16.81%
3 Consumer Discretionary 11.24%
4 Industrials 10.47%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$893K 0.08%
11,149
127
$867K 0.07%
1,750
+152
128
$821K 0.07%
15,510
129
$817K 0.07%
4,648
+182
130
$816K 0.07%
28,593
+900
131
$812K 0.07%
13,161
+1,144
132
$786K 0.07%
13,147
+247
133
$777K 0.07%
48,611
+90
134
$760K 0.07%
14,945
+6,000
135
$706K 0.06%
1,956
136
$697K 0.06%
2,662
-222
137
$683K 0.06%
16,587
+309
138
$674K 0.06%
+7,208
139
$664K 0.06%
7,804
140
$656K 0.06%
1,113
-30
141
$608K 0.05%
3,691
-500
142
$596K 0.05%
2,686
-2,847
143
$577K 0.05%
45,557
144
$567K 0.05%
4,648
+115
145
$547K 0.05%
14,390
146
$537K 0.05%
1,202
+45
147
$533K 0.05%
7,995
+200
148
$518K 0.04%
2,993
+1,805
149
$511K 0.04%
9,029
150
$507K 0.04%
1,368
+238
4 5
6
7 8