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
$923M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$518K
3
+$498K
4
PYPL icon
PayPal
PYPL
+$490K
5
CRM icon
Salesforce
CRM
+$434K

Top Sells

1
+$1.13M
2
+$856K
3
+$788K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$570K
5
AAPL icon
Apple
AAPL
+$538K

Sector Composition

1 Technology 17.69%
2 Financials 16.18%
3 Healthcare 12.45%
4 Industrials 10.86%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$339K 0.04%
15,768
+4,000
177
$337K 0.04%
1,000
178
$337K 0.04%
13,361
179
$334K 0.04%
2,105
+21
180
$322K 0.03%
14,826
181
$315K 0.03%
5,893
+669
182
$310K 0.03%
8,702
+489
183
$306K 0.03%
852
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184
$302K 0.03%
6,000
185
$297K 0.03%
3,471
+238
186
$297K 0.03%
8,380
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187
$288K 0.03%
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188
$284K 0.03%
18,778
189
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6,208
190
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493
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191
$275K 0.03%
465
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192
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5,181
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193
$273K 0.03%
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194
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228
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195
$262K 0.03%
2,628
196
$253K 0.03%
1,925
197
$253K 0.03%
18,027
198
$252K 0.03%
1,210
199
$250K 0.03%
4,945
200
$247K 0.03%
9,400
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