BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.31M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.01M
5
ETN icon
Eaton
ETN
+$895K

Top Sells

1
+$8.98M
2
+$6.1M
3
+$631K
4
ORLY icon
O'Reilly Automotive
ORLY
+$527K
5
AVGO icon
Broadcom
AVGO
+$522K

Sector Composition

1 Technology 20.62%
2 Financials 16.81%
3 Consumer Discretionary 11.24%
4 Industrials 10.47%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$390K 0.03%
9,654
177
$388K 0.03%
199
+15
178
$379K 0.03%
1,635
179
$375K 0.03%
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180
$374K 0.03%
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+1,100
181
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182
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455
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183
$362K 0.03%
2,117
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184
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8,633
+1,632
185
$360K 0.03%
+12,680
186
$360K 0.03%
11,885
187
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1,212
188
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189
$345K 0.03%
8,850
190
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1,269
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191
$330K 0.03%
13,617
-1,316
192
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193
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194
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195
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2,994
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196
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197
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3,411
+54
198
$305K 0.03%
11,696
199
$299K 0.03%
2,586
-410
200
$296K 0.03%
5,865
-1,314
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