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
$528M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.12M
3
+$1.9M
4
DOW icon
Dow Inc
DOW
+$816K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$815K

Top Sells

1
+$3.38M
2
+$1.11M
3
+$683K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$538K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$511K

Sector Composition

1 Financials 18.02%
2 Technology 13.51%
3 Communication Services 13.47%
4 Healthcare 12.38%
5 Consumer Staples 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$256K 0.05%
4,652
152
$249K 0.05%
2,880
153
$248K 0.05%
4,358
-400
154
$247K 0.05%
4,710
155
$245K 0.05%
2,774
156
$237K 0.04%
2,050
157
$236K 0.04%
17,746
158
$227K 0.04%
24,279
159
$226K 0.04%
1,506
160
$219K 0.04%
8,689
161
$219K 0.04%
2,628
162
$212K 0.04%
+5,517
163
$211K 0.04%
24,652
-3,691
164
$211K 0.04%
1,293
-100
165
$209K 0.04%
14,913
166
$208K 0.04%
1,222
-100
167
$207K 0.04%
+1,785
168
$207K 0.04%
+1,556
169
$201K 0.04%
6,450
170
$200K 0.04%
+2,489
171
$198K 0.04%
13,550
172
$176K 0.03%
3,632
-77
173
$175K 0.03%
18,275
174
$165K 0.03%
11,900
175
$165K 0.03%
10,792
4 5 6
7
8