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
$288M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.01M
3
+$420K
4
HBAN icon
Huntington Bancshares
HBAN
+$323K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$294K

Top Sells

1
+$1.31M
2
+$634K
3
+$622K
4
LBTYA icon
Liberty Global Class A
LBTYA
+$447K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$254K

Sector Composition

1 Communication Services 15.82%
2 Consumer Staples 13.73%
3 Energy 11.81%
4 Industrials 11.17%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,438
152
– –
-3,500
153
– –
-4,965
3 4 5 6
7