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
$1.17B
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$365K
3
+$342K
4
UNH icon
UnitedHealth
UNH
+$290K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$289K

Top Sells

1
+$1.62M
2
+$514K
3
+$442K
4
AAPL icon
Apple
AAPL
+$428K
5
MA icon
Mastercard
MA
+$427K

Sector Composition

1 Technology 23.74%
2 Financials 15.77%
3 Consumer Discretionary 11.13%
4 Industrials 10.48%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$473K 0.04%
1,000
152
$472K 0.04%
3,385
153
$471K 0.04%
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-1,000
154
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155
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156
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157
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8,945
158
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161
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162
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163
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167
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169
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171
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173
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18,423
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175
$369K 0.03%
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