BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.83M
3
+$1.2M
4
EW icon
Edwards Lifesciences
EW
+$944K
5
HBAN icon
Huntington Bancshares
HBAN
+$775K

Top Sells

1
+$1.4M
2
+$1.01M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$471K
5
AAPL icon
Apple
AAPL
+$421K

Sector Composition

1 Technology 23.01%
2 Financials 14.76%
3 Industrials 11.47%
4 Communication Services 10.5%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$846K 0.06%
1,892
+2
152
$842K 0.06%
9,020
-1,370
153
$819K 0.06%
28,919
+3
154
$815K 0.06%
17,815
+115
155
$794K 0.05%
8,658
+3,071
156
$793K 0.05%
8,210
-534
157
$772K 0.05%
6,913
+2,104
158
$758K 0.05%
3,721
+2,035
159
$754K 0.05%
2,373
-240
160
$747K 0.05%
1,557
-25
161
$738K 0.05%
8,832
-93
162
$737K 0.05%
14,609
-1,900
163
$734K 0.05%
2,500
+2
164
$698K 0.05%
1,398
165
$697K 0.05%
20,779
-2,844
166
$681K 0.05%
5,780
-46
167
$670K 0.05%
9,213
+1,161
168
$665K 0.05%
4,286
+1
169
$628K 0.04%
32,132
-1,314
170
$610K 0.04%
11,945
+1,000
171
$608K 0.04%
41,372
-3,553
172
$583K 0.04%
31,917
173
$573K 0.04%
11,803
174
$567K 0.04%
8,996
-33
175
$566K 0.04%
943
+12
5 6
7
8 9