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
$831M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.4M
3
+$1.06M
4
AVGO icon
Broadcom
AVGO
+$861K
5
MCD icon
McDonald's
MCD
+$597K

Top Sells

1
+$1.75M
2
+$705K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$427K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$422K

Sector Composition

1 Financials 16.76%
2 Technology 14.93%
3 Healthcare 13.23%
4 Industrials 11.76%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$326K 0.04%
3,350
177
$321K 0.04%
14,864
178
$315K 0.04%
3,079
179
$313K 0.04%
6,208
180
$304K 0.04%
896
181
$286K 0.03%
3,715
-200
182
$284K 0.03%
8,567
183
$279K 0.03%
1,000
184
$274K 0.03%
+713
185
$271K 0.03%
5,400
186
$268K 0.03%
486
+21
187
$266K 0.03%
8,788
188
$265K 0.03%
1,739
189
$260K 0.03%
+3,612
190
$251K 0.03%
18,027
191
$250K 0.03%
4,945
192
$248K 0.03%
678
-7
193
$246K 0.03%
2,628
194
$243K 0.03%
+2,446
195
$239K 0.03%
1,908
196
$237K 0.03%
18,734
-635
197
$232K 0.03%
+5,708
198
$232K 0.03%
+7,720
199
$230K 0.03%
20,550
200
$230K 0.03%
4,593
5 6 7
8
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