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
$783M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.08M
4
TSM icon
TSMC
TSM
+$874K
5
RTX icon
RTX Corp
RTX
+$674K

Top Sells

1
+$1.23M
2
+$774K
3
+$696K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$544K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$437K

Sector Composition

1 Technology 17.37%
2 Financials 16.92%
3 Healthcare 12.43%
4 Communication Services 12.08%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$254K 0.03%
+932
177
$249K 0.03%
1,450
178
$242K 0.03%
11,808
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179
$242K 0.03%
2,628
180
$242K 0.03%
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181
$241K 0.03%
+7,967
182
$239K 0.03%
1,384
+19
183
$238K 0.03%
+2,010
184
$233K 0.03%
+968
185
$233K 0.03%
13,550
186
$231K 0.03%
21,270
+1,270
187
$228K 0.03%
2,645
188
$226K 0.03%
13,192
+1,025
189
$226K 0.03%
10,395
-2,000
190
$219K 0.03%
+5,634
191
$218K 0.03%
12,138
192
$209K 0.03%
+6,572
193
$205K 0.03%
+1,750
194
$205K 0.03%
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195
$205K 0.03%
+6,815
196
$204K 0.03%
18,778
197
$201K 0.03%
+5,000
198
$177K 0.02%
11,850
+1,700
199
$172K 0.02%
19,300
-550
200
$170K 0.02%
+10,947
5 6 7
8
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