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
$343M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.46M
3
+$1.35M
4
EW icon
Edwards Lifesciences
EW
+$1.32M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.13M

Top Sells

1
+$1.78M
2
+$438K
3
+$266K
4
MTB icon
M&T Bank
MTB
+$217K
5
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
+$210K

Sector Composition

1 Communication Services 18.01%
2 Consumer Staples 15.92%
3 Financials 11.7%
4 Healthcare 10.9%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$125K 0.04%
4,300
-1,150
152
$99K 0.03%
13,534
153
$88K 0.03%
17,150
-3,050
154
$11K ﹤0.01%
+5,271
155
– –
-1,787
156
– –
-4,252
157
– –
-2,386
158
– –
-10,610
159
– –
-4,650
160
– –
-13,096
161
– –
-28,193
3 4 5 6
7