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
$387M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.42M
3
+$784K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$520K
5
EW icon
Edwards Lifesciences
EW
+$494K

Top Sells

1
+$324K
2
+$250K
3
+$229K
4
CMCSA icon
Comcast
CMCSA
+$223K
5
GE icon
GE Aerospace
GE
+$214K

Sector Composition

1 Communication Services 16.83%
2 Financials 14.24%
3 Consumer Staples 13.94%
4 Healthcare 10.2%
5 Technology 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$69K 0.02%
+13,250
177
$39K 0.01%
+11,000
178
– –
-11,189
179
– –
-7,100
180
– –
-2,489
181
– –
-3,575
182
– –
-15,232
183
– –
-10,012
4 5 6 7
8