BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.52M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.02M

Top Sells

1
+$11.5M
2
+$8.35M
3
+$348K
4
ORLY icon
O'Reilly Automotive
ORLY
+$312K
5
MA icon
Mastercard
MA
+$259K

Sector Composition

1 Technology 22.03%
2 Financials 15.38%
3 Industrials 11.48%
4 Communication Services 10.17%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.1%
7,562
-58
127
$1.28M 0.1%
25,570
128
$1.26M 0.09%
4,511
+603
129
$1.23M 0.09%
17,013
+1,899
130
$1.23M 0.09%
8,743
131
$1.22M 0.09%
11,553
+404
132
$1.15M 0.09%
19,694
-718
133
$1.15M 0.09%
4,951
+3,227
134
$1.13M 0.08%
24,452
-564
135
$1.12M 0.08%
4,553
136
$1.07M 0.08%
6,440
+3,122
137
$1.06M 0.08%
+7,914
138
$1.03M 0.08%
1,890
+140
139
$1M 0.07%
15,006
-504
140
$990K 0.07%
4,179
+1,493
141
$979K 0.07%
5,539
+246
142
$929K 0.07%
10,390
+4,880
143
$901K 0.07%
8,925
+280
144
$883K 0.07%
50,701
+2,090
145
$879K 0.07%
2,070
+114
146
$876K 0.07%
4,700
+52
147
$868K 0.06%
1,242
+453
148
$867K 0.06%
56,800
-800
149
$855K 0.06%
16,509
-1,544
150
$850K 0.06%
28,916
+323
4 5
6
7 8