BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.83M
3
+$1.2M
4
EW icon
Edwards Lifesciences
EW
+$944K
5
HBAN icon
Huntington Bancshares
HBAN
+$775K

Top Sells

1
+$1.4M
2
+$1.01M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$471K
5
AAPL icon
Apple
AAPL
+$421K

Sector Composition

1 Technology 23.01%
2 Financials 14.76%
3 Industrials 11.47%
4 Communication Services 10.5%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$558K 0.04%
1,118
177
$550K 0.04%
4,445
178
$542K 0.04%
13,570
-820
179
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3,672
+85
180
$529K 0.04%
21,876
+12,476
181
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223
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182
$515K 0.04%
1,491
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183
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7,100
-12
184
$511K 0.04%
9,904
-134
185
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3,215
186
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+7,164
187
$495K 0.03%
10,803
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188
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34,615
189
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1,030
190
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13,902
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191
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7,820
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192
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193
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6,256
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194
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4,937
195
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12,680
196
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197
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949
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198
$459K 0.03%
6,878
199
$454K 0.03%
2,136
+2
200
$450K 0.03%
2,038
-26
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