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
$744M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$720K
3
+$480K
4
UNP icon
Union Pacific
UNP
+$451K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$439K

Top Sells

1
+$725K
2
+$720K
3
+$540K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$334K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$324K

Sector Composition

1 Technology 16.22%
2 Financials 15.86%
3 Healthcare 13.19%
4 Consumer Staples 10.87%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$272K 0.04%
896
-31
177
$272K 0.04%
6,208
178
$271K 0.04%
+5,400
179
$261K 0.04%
3,915
180
$259K 0.03%
8,567
-100
181
$257K 0.03%
8,788
+408
182
$249K 0.03%
4,945
183
$243K 0.03%
1,000
184
$242K 0.03%
18,027
185
$236K 0.03%
465
186
$235K 0.03%
2,628
187
$233K 0.03%
+878
188
$231K 0.03%
5,722
189
$229K 0.03%
18,778
190
$226K 0.03%
1,739
191
$226K 0.03%
20,550
192
$222K 0.03%
9,400
193
$221K 0.03%
685
+7
194
$221K 0.03%
19,369
195
$220K 0.03%
4,580
196
$213K 0.03%
1,908
+1
197
$206K 0.03%
546
-72
198
$204K 0.03%
4,593
-1,300
199
$204K 0.03%
+737
200
$182K 0.02%
16,256
-4,970
6 7
8
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