BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.83M
3
+$1.2M
4
EW icon
Edwards Lifesciences
EW
+$944K
5
HBAN icon
Huntington Bancshares
HBAN
+$775K

Top Sells

1
+$1.4M
2
+$1.01M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$471K
5
AAPL icon
Apple
AAPL
+$421K

Sector Composition

1 Technology 23.01%
2 Financials 14.76%
3 Industrials 11.47%
4 Communication Services 10.5%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$448K 0.03%
18,905
+7,209
202
$444K 0.03%
1,835
-653
203
$439K 0.03%
+4,495
204
$431K 0.03%
5,090
-90
205
$429K 0.03%
4,260
-490
206
$426K 0.03%
10,850
207
$425K 0.03%
2,754
208
$425K 0.03%
2,183
+4
209
$422K 0.03%
5,520
210
$415K 0.03%
7,306
-499
211
$409K 0.03%
7,557
-50
212
$403K 0.03%
1,210
213
$397K 0.03%
7,298
+3,004
214
$397K 0.03%
1,289
+2
215
$390K 0.03%
2,120
-260
216
$385K 0.03%
1,195
-17
217
$380K 0.03%
3,995
-15
218
$373K 0.03%
29,102
219
$371K 0.03%
1,373
220
$366K 0.03%
1,404
-21
221
$364K 0.03%
3,275
-3
222
$360K 0.02%
2,770
+3
223
$350K 0.02%
3,057
+89
224
$346K 0.02%
1,752
225
$341K 0.02%
5,088
-13
7 8
9
10 11