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
$744M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$720K
3
+$480K
4
UNP icon
Union Pacific
UNP
+$451K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$439K

Top Sells

1
+$725K
2
+$720K
3
+$540K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$334K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$324K

Sector Composition

1 Technology 16.22%
2 Financials 15.86%
3 Healthcare 13.19%
4 Consumer Staples 10.87%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$438K 0.06%
3,788
+20
152
$427K 0.06%
11,551
-400
153
$417K 0.06%
27,825
-346
154
$408K 0.05%
6,495
155
$401K 0.05%
1,874
-208
156
$392K 0.05%
21,852
157
$390K 0.05%
20,097
158
$385K 0.05%
23,128
+280
159
$378K 0.05%
1,751
-54
160
$371K 0.05%
3,735
161
$363K 0.05%
21,979
162
$349K 0.05%
12,796
163
$337K 0.05%
1,800
-157
164
$337K 0.05%
2,105
-55
165
$335K 0.05%
11,695
+320
166
$334K 0.04%
4,464
167
$327K 0.04%
26,970
-5,020
168
$325K 0.04%
3,911
-316
169
$320K 0.04%
4,712
170
$314K 0.04%
14,864
171
$310K 0.04%
10,350
172
$308K 0.04%
14,826
173
$306K 0.04%
1,854
-431
174
$279K 0.04%
3,350
175
$276K 0.04%
3,079
5 6
7
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