BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+2.51%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$666M
AUM Growth
+$138M
(+26%)
Cap. Flow
+$127M
Cap. Flow
% of AUM
19.1%
Top 10 Holdings %
Top 10 Hldgs %
25.52%
Holding
216
New
36
Increased
97
Reduced
31
Closed
9
Top Buys
| 1 |
Farmers National Banc Corp
FMNB
|
$8.65M |
| 2 |
Apple
AAPL
|
$6.91M |
| 3 |
Civista Bancshares
CIVB
|
$6.15M |
| 4 |
Procter & Gamble
PG
|
$5.96M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$4.4M |
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$560K |
| 2 |
HFBC
HopFed Bancorp Inc
HFBC
|
$376K |
| 3 |
Fox Class B
FOX
|
$300K |
| 4 |
EchoStar
SATS
|
$267K |
| 5 |
Kearny Financial
KRNY
|
$236K |
Sector Composition
| 1 | Financials | 19.1% |
| 2 | Technology | 14.09% |
| 3 | Healthcare | 12.17% |
| 4 | Consumer Staples | 11.73% |
| 5 | Communication Services | 11.64% |
