BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+2.58%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$1.17B
AUM Growth
+$7.83M
(+0.67%)
Cap. Flow
-$4.54M
Cap. Flow
% of AUM
-0.39%
Top 10 Holdings %
Top 10 Hldgs %
32.46%
Holding
236
New
3
Increased
50
Reduced
97
Closed
8
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.46M |
| 2 |
Strategy Inc Common Stock Class A
MSTR
|
$351K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$313K |
| 4 |
Adobe
ADBE
|
$307K |
| 5 |
UnitedHealth
UNH
|
$258K |
Top Sells
| 1 |
KLA
KLAC
|
$1.51M |
| 2 |
Broadcom
AVGO
|
$644K |
| 3 |
Apple
AAPL
|
$455K |
| 4 |
Mastercard
MA
|
$434K |
| 5 |
Coca-Cola
KO
|
$422K |
Sector Composition
| 1 | Technology | 23.74% |
| 2 | Financials | 15.77% |
| 3 | Consumer Discretionary | 11.13% |
| 4 | Industrials | 10.48% |
| 5 | Communication Services | 10.33% |
