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
$445M
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$438K
3
+$406K
4
RTX icon
RTX Corp
RTX
+$395K
5
AMZN icon
Amazon
AMZN
+$394K

Top Sells

1
+$5.57M
2
+$1.58M
3
+$359K
4
KHC icon
Kraft Heinz
KHC
+$318K
5
ANCB
Anchor Bancorp
ANCB
+$317K

Sector Composition

1 Financials 17.1%
2 Communication Services 14.45%
3 Technology 12.89%
4 Healthcare 12.82%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$228K 0.05%
14,727
152
$225K 0.05%
+4,931
153
$223K 0.05%
14,913
+3,350
154
$219K 0.05%
14,766
155
$218K 0.05%
15,712
156
$217K 0.05%
4,652
157
$215K 0.05%
4,758
158
$212K 0.05%
1,422
159
$206K 0.05%
28,343
-2,878
160
$203K 0.05%
13,550
161
$199K 0.04%
12,860
-500
162
$186K 0.04%
4,189
-200
163
$166K 0.04%
11,250
164
$162K 0.04%
18,275
165
$145K 0.03%
16,595
-750
166
$143K 0.03%
10,792
167
$128K 0.03%
+12,350
168
$125K 0.03%
+11,900
169
$112K 0.03%
2,145
170
$52K 0.01%
10,900
171
$44K 0.01%
11,000
172
$31K 0.01%
13,250
173
$24K 0.01%
11,000
174
$21K ﹤0.01%
10,000
175
$1K ﹤0.01%
+10,185
4 5 6
7
8