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
$1.34B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.52M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.02M

Top Sells

1
+$11.5M
2
+$8.35M
3
+$348K
4
ORLY icon
O'Reilly Automotive
ORLY
+$312K
5
MA icon
Mastercard
MA
+$259K

Sector Composition

1 Technology 22.03%
2 Financials 15.38%
3 Industrials 11.48%
4 Communication Services 10.17%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$507K 0.04%
4,809
+1,140
177
$506K 0.04%
9,029
178
$504K 0.04%
7,258
+206
179
$502K 0.04%
+8,052
180
$497K 0.04%
7,112
+179
181
$493K 0.04%
7,995
182
$490K 0.04%
1,212
183
$489K 0.04%
2,380
+105
184
$478K 0.04%
34,615
-1,262
185
$478K 0.04%
4,750
-50
186
$475K 0.04%
10,038
+1,405
187
$475K 0.04%
5,180
+16
188
$473K 0.04%
6,878
+888
189
$472K 0.04%
2,064
+429
190
$471K 0.04%
+15,653
191
$465K 0.03%
+1,327
192
$454K 0.03%
2,134
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193
$453K 0.03%
4,937
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194
$445K 0.03%
2,989
195
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11,803
-82
196
$441K 0.03%
10,402
-4,014
197
$435K 0.03%
10,799
+1,145
198
$421K 0.03%
1,351
-21,839
199
$418K 0.03%
10,850
-2,000
200
$416K 0.03%
13,899
-1,104
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8
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