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
$884M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.13M
3
+$1.06M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$813K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$790K

Top Sells

1
+$776K
2
+$710K
3
+$601K
4
CSCO icon
Cisco
CSCO
+$483K
5
CPAY icon
Corpay
CPAY
+$395K

Sector Composition

1 Financials 17.27%
2 Technology 17.15%
3 Communication Services 12.13%
4 Healthcare 11.74%
5 Industrials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$305K 0.03%
11,538
-270
177
$304K 0.03%
6,000
178
$300K 0.03%
595
+10
179
$299K 0.03%
+11,275
180
$298K 0.03%
1,925
181
$297K 0.03%
3,350
-150
182
$293K 0.03%
+732
183
$292K 0.03%
2,084
+34
184
$284K 0.03%
1,450
185
$281K 0.03%
7,720
+1,400
186
$278K 0.03%
12,138
187
$275K 0.03%
897
188
$266K 0.03%
978
189
$257K 0.03%
18,778
190
$248K 0.03%
2,029
+1
191
$246K 0.03%
447
-10
192
$245K 0.03%
6,008
-1,687
193
$239K 0.03%
18,589
-19,550
194
$237K 0.03%
2,592
195
$236K 0.03%
4,800
-200
196
$234K 0.03%
2,628
197
$233K 0.03%
+658
198
$232K 0.03%
2,015
+5
199
$230K 0.03%
5,634
200
$229K 0.03%
40,872
-1,700
6 7
8
9 10