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
$831M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.4M
3
+$1.06M
4
AVGO icon
Broadcom
AVGO
+$861K
5
MCD icon
McDonald's
MCD
+$597K

Top Sells

1
+$1.75M
2
+$705K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$427K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$422K

Sector Composition

1 Financials 16.76%
2 Technology 14.93%
3 Healthcare 13.23%
4 Industrials 11.76%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$507K 0.06%
1,909
+109
152
$504K 0.06%
3,188
+100
153
$502K 0.06%
27,619
-206
154
$501K 0.06%
4,761
-190
155
$482K 0.06%
11,501
-50
156
$479K 0.06%
3,211
-10
157
$467K 0.06%
25,848
+2,720
158
$449K 0.05%
11,080
159
$443K 0.05%
6,862
+367
160
$435K 0.05%
3,735
161
$434K 0.05%
1,751
162
$434K 0.05%
2,024
-195
163
$427K 0.05%
21,979
164
$425K 0.05%
2,435
+581
165
$422K 0.05%
14,826
166
$419K 0.05%
20,097
167
$401K 0.05%
1,883
+9
168
$393K 0.05%
26,870
-100
169
$383K 0.05%
12,796
170
$381K 0.05%
11,575
-120
171
$365K 0.04%
10,350
172
$336K 0.04%
4,464
173
$336K 0.04%
2,869
-1,042
174
$335K 0.04%
4,690
-22
175
$330K 0.04%
2,105
5 6
7
8 9