BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.31M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.01M
5
ETN icon
Eaton
ETN
+$895K

Top Sells

1
+$8.98M
2
+$6.1M
3
+$631K
4
ORLY icon
O'Reilly Automotive
ORLY
+$527K
5
AVGO icon
Broadcom
AVGO
+$522K

Sector Composition

1 Technology 20.62%
2 Financials 16.81%
3 Consumer Discretionary 11.24%
4 Industrials 10.47%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$292K 0.03%
2,794
+204
202
$290K 0.03%
15,397
203
$285K 0.02%
+2,467
204
$284K 0.02%
4,593
205
$280K 0.02%
4,090
206
$277K 0.02%
5,530
207
$276K 0.02%
+4,073
208
$270K 0.02%
18,778
209
$261K 0.02%
+5,670
210
$259K 0.02%
2,311
211
$254K 0.02%
5,060
212
$252K 0.02%
+1,214
213
$251K 0.02%
2,705
+573
214
$250K 0.02%
1,694
215
$244K 0.02%
1,795
216
$243K 0.02%
2,950
217
$243K 0.02%
+3,077
218
$236K 0.02%
+62
219
$235K 0.02%
472
+6
220
$234K 0.02%
1,530
-135
221
$233K 0.02%
6,800
222
$229K 0.02%
+4,294
223
$229K 0.02%
2,442
224
$227K 0.02%
5,870
225
$226K 0.02%
+1,326
7 8
9
10 11