BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$832M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$913K
3
+$756K
4
CRM icon
Salesforce
CRM
+$647K
5
AMZN icon
Amazon
AMZN
+$644K

Top Sells

1
+$885K
2
+$777K
3
+$648K
4
TKR icon
Timken Company
TKR
+$603K
5
MA icon
Mastercard
MA
+$494K

Sector Composition

1 Financials 17.37%
2 Technology 16.47%
3 Communication Services 11.98%
4 Healthcare 11.9%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$438K 0.05%
1,507
+87
152
$438K 0.05%
10,530
153
$420K 0.05%
1,688
+350
154
$385K 0.05%
5,483
-250
155
$383K 0.05%
6,165
+455
156
$380K 0.05%
258
+36
157
$370K 0.04%
5,820
158
$362K 0.04%
3,511
-400
159
$352K 0.04%
1,428
+138
160
$351K 0.04%
26,280
-1,120
161
$342K 0.04%
926
+145
162
$340K 0.04%
1,043
+19
163
$337K 0.04%
9,865
164
$335K 0.04%
4,074
+918
165
$331K 0.04%
+10,059
166
$324K 0.04%
4,290
167
$321K 0.04%
3,500
-250
168
$308K 0.04%
7,967
169
$308K 0.04%
7,695
170
$305K 0.04%
6,000
171
$301K 0.04%
2,007
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172
$299K 0.04%
1,000
173
$296K 0.04%
6,815
174
$294K 0.04%
13,192
175
$294K 0.04%
18,397
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