BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.83M
3
+$1.2M
4
EW icon
Edwards Lifesciences
EW
+$944K
5
HBAN icon
Huntington Bancshares
HBAN
+$775K

Top Sells

1
+$1.4M
2
+$1.01M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$471K
5
AAPL icon
Apple
AAPL
+$421K

Sector Composition

1 Technology 23.01%
2 Financials 14.76%
3 Industrials 11.47%
4 Communication Services 10.5%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.09%
19,697
+3
127
$1.29M 0.09%
4,562
+51
128
$1.28M 0.09%
25,570
129
$1.27M 0.09%
16,954
-59
130
$1.24M 0.09%
6,444
+4
131
$1.24M 0.09%
11,263
-290
132
$1.19M 0.08%
19,894
+60
133
$1.18M 0.08%
6,417
-29
134
$1.13M 0.08%
3,930
-100
135
$1.13M 0.08%
60,508
+9,807
136
$1.11M 0.08%
7,893
-21
137
$1.09M 0.08%
5,409
+709
138
$1.07M 0.07%
15,011
+5
139
$1.07M 0.07%
23,624
-828
140
$1.06M 0.07%
4,183
+4
141
$1.05M 0.07%
5,604
+65
142
$1.04M 0.07%
4,553
143
$1.03M 0.07%
56,800
144
$986K 0.07%
4,970
-283
145
$985K 0.07%
44,489
+16,347
146
$970K 0.07%
2,181
-1
147
$958K 0.07%
2,044
-26
148
$928K 0.06%
1,224
-18
149
$879K 0.06%
6,462
+8
150
$847K 0.06%
13,376
-153
4 5
6
7 8