BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.86M
3
+$8.44M
4
ETN icon
Eaton
ETN
+$7.52M
5
XOM icon
Exxon Mobil
XOM
+$2.76M

Top Sells

1
+$6.65M
2
+$6.64M
3
+$3.79M
4
TFC icon
Truist Financial
TFC
+$3.62M
5
AEP icon
American Electric Power
AEP
+$3.09M

Sector Composition

1 Technology 22.48%
2 Financials 14.41%
3 Healthcare 12.23%
4 Consumer Discretionary 10.68%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$342K 0.03%
3,350
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177
$337K 0.03%
4,400
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179
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180
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181
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182
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183
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184
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3,522
185
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186
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187
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188
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189
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190
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191
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195
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198
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465
199
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14,386
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200
$254K 0.02%
1,290
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