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
$889M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$796K
3
+$760K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$672K
5
PM icon
Philip Morris
PM
+$616K

Top Sells

1
+$457K
2
+$397K
3
+$362K
4
DHI icon
D.R. Horton
DHI
+$292K
5
ABT icon
Abbott
ABT
+$280K

Sector Composition

1 Technology 17.26%
2 Financials 16.97%
3 Communication Services 12.11%
4 Healthcare 11.91%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$237K 0.03%
2,592
202
$237K 0.03%
847
-50
203
$234K 0.03%
40,872
204
$232K 0.03%
2,628
205
$231K 0.03%
2,015
206
$229K 0.03%
9,400
207
$228K 0.03%
+4,090
208
$228K 0.03%
2,643
209
$228K 0.03%
6,572
210
$226K 0.03%
+1,339
211
$223K 0.03%
14,600
+2,000
212
$222K 0.03%
4,800
213
$222K 0.03%
8,695
-500
214
$221K 0.02%
6,008
215
$220K 0.02%
+3,699
216
$220K 0.02%
9,400
217
$218K 0.02%
11,768
218
$217K 0.02%
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219
$216K 0.02%
834
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220
$215K 0.02%
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221
$210K 0.02%
1,904
222
$209K 0.02%
2,600
223
$209K 0.02%
9,702
224
$205K 0.02%
+7,330
225
$204K 0.02%
5,250
6 7 8
9
10