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
$439M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.14M
3
+$917K
4
DHI icon
D.R. Horton
DHI
+$368K
5
FCB
FCB Financial Holdings, Inc.
FCB
+$332K

Top Sells

1
+$2.79M
2
+$444K
3
+$305K
4
ASBB
ASB Bancorp Inc
ASBB
+$237K
5
CMG icon
Chipotle Mexican Grill
CMG
+$235K

Sector Composition

1 Financials 15.89%
2 Communication Services 15.89%
3 Consumer Staples 13.11%
4 Healthcare 10.98%
5 Technology 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$252K 0.06%
11,823
152
$251K 0.06%
+7,919
153
$245K 0.06%
2,688
154
$242K 0.06%
2,883
155
$242K 0.06%
15,397
156
$240K 0.05%
772
157
$234K 0.05%
3,057
158
$234K 0.05%
7,730
159
$231K 0.05%
5,517
160
$230K 0.05%
+1,557
161
$229K 0.05%
9,196
162
$227K 0.05%
13,360
163
$227K 0.05%
23,661
+615
164
$226K 0.05%
3,089
+318
165
$226K 0.05%
+6,450
166
$225K 0.05%
2,087
167
$224K 0.05%
4,055
168
$222K 0.05%
5,458
169
$220K 0.05%
2,600
170
$215K 0.05%
+3,510
171
$213K 0.05%
4,652
172
$213K 0.05%
9,332
173
$212K 0.05%
3,300
174
$210K 0.05%
+1,996
175
$208K 0.05%
+8,689
4 5 6
7
8