BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+0.03%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$889M
AUM Growth
+$4.82M
(+0.55%)
Cap. Flow
+$7.87M
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
28.14%
Holding
247
New
16
Increased
83
Reduced
71
Closed
9
Top Buys
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$1.37M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$796K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$760K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$672K |
| 5 |
Philip Morris
PM
|
$616K |
Top Sells
| 1 |
Apple
AAPL
|
$457K |
| 2 |
Corpay
CPAY
|
$397K |
| 3 |
Huntington Bancshares
HBAN
|
$362K |
| 4 |
D.R. Horton
DHI
|
$292K |
| 5 |
Abbott
ABT
|
$280K |
Sector Composition
| 1 | Technology | 17.26% |
| 2 | Financials | 16.97% |
| 3 | Communication Services | 12.11% |
| 4 | Healthcare | 11.91% |
| 5 | Industrials | 10.27% |
