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
$1.16B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$988K
3
+$717K
4
ETN icon
Eaton
ETN
+$617K
5
AMZN icon
Amazon
AMZN
+$459K

Top Sells

1
+$5.56M
2
+$4.57M
3
+$819K
4
EW icon
Edwards Lifesciences
EW
+$574K
5
COST icon
Costco
COST
+$515K

Sector Composition

1 Technology 22.69%
2 Financials 15.31%
3 Consumer Discretionary 11.04%
4 Healthcare 10.88%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$532K 0.05%
16,938
-1,000
152
$530K 0.05%
5,439
-11
153
$507K 0.04%
4,398
154
$500K 0.04%
791
155
$498K 0.04%
5,956
-3,883
156
$486K 0.04%
8,360
-1,260
157
$485K 0.04%
993
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158
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1,000
159
$463K 0.04%
35,877
160
$461K 0.04%
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-1
161
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4,893
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162
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3,350
163
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6,251
164
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165
$442K 0.04%
18,823
-2,949
166
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4,885
167
$436K 0.04%
2,800
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168
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169
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5,189
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171
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33,217
172
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3,522
173
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16,802
-265
174
$388K 0.03%
2,170
-560
175
$382K 0.03%
2,809
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7
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