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
$666M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.91M
3
+$6.15M
4
PG icon
Procter & Gamble
PG
+$5.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.4M

Top Sells

1
+$560K
2
+$376K
3
+$300K
4
SATS icon
EchoStar
SATS
+$267K
5
KRNY icon
Kearny Financial
KRNY
+$236K

Sector Composition

1 Financials 19.1%
2 Technology 14.09%
3 Healthcare 12.17%
4 Consumer Staples 11.73%
5 Communication Services 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$245K 0.04%
+2,384
177
$245K 0.04%
+5,634
178
$243K 0.04%
+3,974
179
$237K 0.04%
4,531
-400
180
$236K 0.04%
2,050
181
$231K 0.03%
24,279
182
$221K 0.03%
1,556
183
$221K 0.03%
1,222
184
$219K 0.03%
+7,300
185
$217K 0.03%
+3,930
186
$217K 0.03%
+9,947
187
$215K 0.03%
5,517
188
$215K 0.03%
1,293
189
$214K 0.03%
+12,100
190
$212K 0.03%
+9,400
191
$209K 0.03%
+989
192
$207K 0.03%
+18,778
193
$205K 0.03%
+1,000
194
$204K 0.03%
6,450
195
$204K 0.03%
+17,765
196
$203K 0.03%
13,550
197
$202K 0.03%
+8,945
198
$201K 0.03%
2,489
199
$196K 0.03%
+12,650
200
$190K 0.03%
+10,150
5 6 7
8
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