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
$254M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.23M
3
+$996K
4
RRC icon
Range Resources
RRC
+$854K
5
KO icon
Coca-Cola
KO
+$455K

Top Sells

1
+$3.47M
2
+$979K
3
+$418K
4
BBT
Beacon Financial Corp
BBT
+$307K
5
VTV icon
Vanguard Value ETF
VTV
+$255K

Sector Composition

1 Communication Services 15.87%
2 Consumer Staples 14.73%
3 Energy 12.26%
4 Industrials 11.15%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.84M 3.47%
102,739
+2,922
2
$8.51M 3.34%
98,124
+1,900
3
$8.16M 3.21%
181,384
-4,928
4
$7.84M 3.08%
98,675
+4,229
5
$6.89M 2.71%
106,804
+560
6
$6.43M 2.53%
169,739
+12,023
7
$6.37M 2.5%
147,003
-1,146
8
$6.28M 2.47%
71,025
+646
9
$5.89M 2.31%
87,510
-610
10
$5.87M 2.31%
67,809
+3,094
11
$5.53M 2.17%
73,098
+2,658
12
$5.52M 2.17%
92,373
-1,000
13
$5.26M 2.07%
43,312
+845
14
$5.17M 2.03%
45,186
+1,865
15
$4.49M 1.76%
205,728
-402
16
$4.1M 1.61%
240,996
-2,716
17
$3.76M 1.48%
21,222
-610
18
$3.74M 1.47%
31,818
-341
19
$3.74M 1.47%
111,216
-143
20
$3.65M 1.44%
46,752
-900
21
$3.61M 1.42%
39,061
-500
22
$3.52M 1.38%
+105,112
23
$3.4M 1.34%
25,623
+1,040
24
$3.39M 1.33%
36,189
+1,235
25
$3.38M 1.33%
54,118
+1,281
1
2 3 4 5