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
$387M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.42M
3
+$784K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$520K
5
EW icon
Edwards Lifesciences
EW
+$494K

Top Sells

1
+$324K
2
+$250K
3
+$229K
4
CMCSA icon
Comcast
CMCSA
+$223K
5
GE icon
GE Aerospace
GE
+$214K

Sector Composition

1 Communication Services 16.83%
2 Financials 14.24%
3 Consumer Staples 13.94%
4 Healthcare 10.2%
5 Technology 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$230K 0.06%
14,766
152
$230K 0.06%
2,688
153
$230K 0.06%
5,082
154
$228K 0.06%
3,160
155
$227K 0.06%
+2,600
156
$227K 0.06%
+24,279
157
$226K 0.06%
+5,260
158
$225K 0.06%
4,200
159
$224K 0.06%
2,957
+100
160
$224K 0.06%
2,883
161
$222K 0.06%
1,586
-25
162
$220K 0.06%
5,733
-1,000
163
$215K 0.06%
5,740
-480
164
$215K 0.06%
5,998
165
$213K 0.06%
+5,517
166
$211K 0.05%
+6,450
167
$205K 0.05%
4,885
+570
168
$203K 0.05%
4,825
169
$200K 0.05%
+3,588
170
$194K 0.05%
11,884
171
$189K 0.05%
+14,064
172
$171K 0.04%
2,195
+114
173
$158K 0.04%
10,441
174
$128K 0.03%
13,534
175
$79K 0.02%
11,900
4 5 6
7
8