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
$783M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.08M
4
TSM icon
TSMC
TSM
+$874K
5
RTX icon
RTX Corp
RTX
+$674K

Top Sells

1
+$1.23M
2
+$774K
3
+$696K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$544K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$437K

Sector Composition

1 Technology 17.37%
2 Financials 16.92%
3 Healthcare 12.43%
4 Communication Services 12.08%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$358K 0.05%
27,400
+10,920
152
$358K 0.05%
76,662
-18,650
153
$355K 0.05%
11,590
-1,177
154
$355K 0.05%
1,402
+48
155
$352K 0.05%
1,290
+177
156
$351K 0.04%
5,710
-300
157
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158
$345K 0.04%
5,082
159
$342K 0.04%
3,911
-65
160
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161
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-15
162
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163
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164
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165
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14,960
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166
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167
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168
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169
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170
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171
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3,000
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172
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781
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173
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18,397
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174
$267K 0.03%
7,695
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175
$262K 0.03%
3,156
-233
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