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
$254M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$2.23M
3 +$996K
4
RRC icon
Range Resources
RRC
+$854K
5
KO icon
Coca-Cola
KO
+$455K

Top Sells

1 +$3.47M
2 +$979K
3 +$418K
4
BBT
Beacon Financial Corp
BBT
+$307K
5
VTV icon
Vanguard Value ETF
VTV
+$255K

Sector Composition

1 Communication Services 15.87%
2 Consumer Staples 14.73%
3 Energy 12.26%
4 Industrials 11.15%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-29,834