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
$961M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$608K
3
+$521K
4
PM icon
Philip Morris
PM
+$395K
5
CVS icon
CVS Health
CVS
+$375K

Top Sells

1
+$3.23M
2
+$874K
3
+$823K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$660K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$658K

Sector Composition

1 Technology 18.18%
2 Financials 15.87%
3 Healthcare 12.14%
4 Communication Services 10.95%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$351K 0.04%
3,079
-432
177
$348K 0.04%
20,097
178
$348K 0.04%
2,084
179
$347K 0.04%
13,038
+1,500
180
$346K 0.04%
8,788
-1,077
181
$344K 0.04%
8,213
+1,408
182
$338K 0.04%
3,350
183
$334K 0.03%
6,208
-60,090
184
$330K 0.03%
14,826
185
$328K 0.03%
1,739
+400
186
$322K 0.03%
12,375
+100
187
$303K 0.03%
6,000
188
$299K 0.03%
222
-36
189
$297K 0.03%
934
+87
190
$294K 0.03%
834
191
$291K 0.03%
449
192
$290K 0.03%
5,224
-1,705
193
$283K 0.03%
1,240
-185
194
$281K 0.03%
5,319
195
$279K 0.03%
1,925
196
$275K 0.03%
1,805
+150
197
$271K 0.03%
7,720
198
$269K 0.03%
4,800
199
$268K 0.03%
18,027
200
$266K 0.03%
4,739
+1,040
6 7
8
9 10