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
$783M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.08M
4
TSM icon
TSMC
TSM
+$874K
5
RTX icon
RTX Corp
RTX
+$674K

Top Sells

1
+$1.23M
2
+$774K
3
+$696K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$544K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$437K

Sector Composition

1 Technology 17.37%
2 Financials 16.92%
3 Healthcare 12.43%
4 Communication Services 12.08%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$167K 0.02%
24,279
202
$150K 0.02%
+10,220
203
$146K 0.02%
43,772
204
$142K 0.02%
13,450
+1,100
205
$121K 0.02%
13,815
+500
206
$58K 0.01%
+58,426
207
$34K ﹤0.01%
11,000
208
– –
-32,521
209
– –
-11,557
210
– –
-4,652
211
– –
-10,965
212
– –
-19,690
213
– –
-2,773
5 6 7 8
9