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
$923M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$518K
3
+$498K
4
PYPL icon
PayPal
PYPL
+$490K
5
CRM icon
Salesforce
CRM
+$434K

Top Sells

1
+$1.13M
2
+$856K
3
+$788K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$570K
5
AAPL icon
Apple
AAPL
+$538K

Sector Composition

1 Technology 17.69%
2 Financials 16.18%
3 Healthcare 12.45%
4 Industrials 10.86%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$246K 0.03%
869
-65
202
$244K 0.03%
1,906
-125
203
$242K 0.03%
4,090
204
$235K 0.03%
4,580
-3,200
205
$231K 0.03%
14,600
206
$230K 0.02%
5,833
207
$227K 0.02%
5,017
208
$227K 0.02%
7,720
209
$225K 0.02%
+1,311
210
$223K 0.02%
2,442
211
$223K 0.02%
1,099
212
$222K 0.02%
3,915
213
$220K 0.02%
20,550
214
$220K 0.02%
+139
215
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4,550
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216
$216K 0.02%
7,330
217
$213K 0.02%
2,760
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218
$211K 0.02%
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219
$210K 0.02%
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220
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221
$206K 0.02%
9,702
222
$205K 0.02%
1,300
223
$204K 0.02%
+9,700
224
$203K 0.02%
15,010
225
$200K 0.02%
+992
6 7 8
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