BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$6.91M
2 +$3.64M
3 +$1.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$923K
5
ROP icon
Roper Technologies
ROP
+$902K

Top Sells

1 +$4.2M
2 +$2.09M
3 +$540K
4
AAPL icon
Apple
AAPL
+$538K
5
MSFT icon
Microsoft
MSFT
+$442K

Sector Composition

1 Financials 17.05%
2 Technology 15.63%
3 Healthcare 14.32%
4 Consumer Staples 12.3%
5 Communication Services 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,050
202
-7,138
203
-9,947
204
-3,404
205
-8,945
206
-11,175
207
-9,196