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
$889M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$796K
3
+$760K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$672K
5
PM icon
Philip Morris
PM
+$616K

Top Sells

1
+$457K
2
+$397K
3
+$362K
4
DHI icon
D.R. Horton
DHI
+$292K
5
ABT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$355K 0.04%
1,000
177
$351K 0.04%
6,665
178
$348K 0.04%
+6,929
179
$345K 0.04%
12,796
-396
180
$334K 0.04%
20,097
181
$325K 0.04%
14,826
182
$318K 0.04%
12,275
+1,000
183
$316K 0.04%
22,339
+7,273
184
$315K 0.04%
11,538
185
$312K 0.04%
1,925
186
$311K 0.04%
2,084
187
$305K 0.03%
6,805
+432
188
$304K 0.03%
6,000
189
$286K 0.03%
1,450
190
$283K 0.03%
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+1,355
191
$279K 0.03%
449
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192
$268K 0.03%
+1,655
193
$267K 0.03%
+1,222
194
$261K 0.03%
18,778
195
$260K 0.03%
3,350
196
$253K 0.03%
18,027
-6,945
197
$252K 0.03%
7,720
198
$245K 0.03%
+1,460
199
$239K 0.03%
2,030
+1
200
$238K 0.03%
+7,246
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