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
$889M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$796K
3
+$760K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$672K
5
PM icon
Philip Morris
PM
+$616K

Top Sells

1
+$457K
2
+$397K
3
+$362K
4
DHI icon
D.R. Horton
DHI
+$292K
5
ABT icon
Abbott
ABT
+$280K

Sector Composition

1 Technology 17.26%
2 Financials 16.97%
3 Communication Services 12.11%
4 Healthcare 11.91%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$567K 0.06%
5,811
152
$537K 0.06%
+6,864
153
$536K 0.06%
3,961
+30
154
$511K 0.06%
1,761
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155
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2,608
156
$501K 0.06%
13,861
-500
157
$499K 0.06%
11,080
158
$495K 0.06%
2,866
-479
159
$461K 0.05%
1,683
+705
160
$455K 0.05%
5,820
161
$447K 0.05%
1,425
162
$444K 0.05%
1,480
163
$442K 0.05%
1,281
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164
$433K 0.05%
258
165
$409K 0.05%
715
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166
$401K 0.05%
3,511
167
$388K 0.04%
21,052
168
$387K 0.04%
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169
$383K 0.04%
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170
$381K 0.04%
8,967
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171
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2,545
-178
172
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+10,350
173
$367K 0.04%
5,920
-100
174
$363K 0.04%
9,865
175
$362K 0.04%
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