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
$831M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.4M
3
+$1.06M
4
AVGO icon
Broadcom
AVGO
+$861K
5
MCD icon
McDonald's
MCD
+$597K

Top Sells

1
+$1.75M
2
+$705K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$427K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$422K

Sector Composition

1 Financials 16.76%
2 Technology 14.93%
3 Healthcare 13.23%
4 Industrials 11.76%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$228K 0.03%
+784
202
$228K 0.03%
5,222
-500
203
$226K 0.03%
18,778
204
$224K 0.03%
+2,608
205
$224K 0.03%
9,400
206
$215K 0.03%
+4,090
207
$214K 0.03%
4,580
208
$207K 0.02%
+2,454
209
$207K 0.02%
14,600
210
$206K 0.02%
+1,210
211
$206K 0.02%
+2,700
212
$205K 0.02%
+6,450
213
$194K 0.02%
10,947
214
$193K 0.02%
15,010
215
$186K 0.02%
16,006
-250
216
$163K 0.02%
10,220
217
$113K 0.01%
11,933
218
$43.2K 0.01%
11,000
219
$21.8K ﹤0.01%
15,339
220
– –
-737
221
– –
-546
222
– –
-878
223
– –
-21,852
5 6 7 8
9