BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.52M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.02M

Top Sells

1
+$11.5M
2
+$8.35M
3
+$348K
4
ORLY icon
O'Reilly Automotive
ORLY
+$312K
5
MA icon
Mastercard
MA
+$259K

Sector Composition

1 Technology 22.03%
2 Financials 15.38%
3 Industrials 11.48%
4 Communication Services 10.17%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$412K 0.03%
7,805
+365
202
$406K 0.03%
2,754
-100
203
$405K 0.03%
+6,748
204
$398K 0.03%
2,179
+62
205
$397K 0.03%
31,917
-1,300
206
$396K 0.03%
29,102
+13,800
207
$383K 0.03%
33,446
-6,382
208
$382K 0.03%
12,680
209
$381K 0.03%
939
+467
210
$379K 0.03%
5,101
+95
211
$378K 0.03%
1,373
+133
212
$376K 0.03%
7,607
-2,091
213
$375K 0.03%
1,254
+551
214
$368K 0.03%
1,210
-59
215
$368K 0.03%
2,767
+300
216
$367K 0.03%
+1,287
217
$363K 0.03%
3,278
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218
$352K 0.03%
+1,425
219
$352K 0.03%
11,682
-1,935
220
$351K 0.03%
8,850
221
$350K 0.03%
4,010
+599
222
$349K 0.03%
3,536
+742
223
$345K 0.03%
1,686
+360
224
$340K 0.03%
1,752
+14
225
$330K 0.02%
15,782
-1,374
7 8
9
10 11