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
$439M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.14M
3
+$917K
4
DHI icon
D.R. Horton
DHI
+$368K
5
FCB
FCB Financial Holdings, Inc.
FCB
+$332K

Top Sells

1
+$2.79M
2
+$444K
3
+$305K
4
ASBB
ASB Bancorp Inc
ASBB
+$237K
5
CMG icon
Chipotle Mexican Grill
CMG
+$235K

Sector Composition

1 Financials 15.89%
2 Communication Services 15.89%
3 Consumer Staples 13.11%
4 Healthcare 10.98%
5 Technology 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 2.85%
96,298
-48
2
$11.7M 2.66%
303,148
+111
3
$11.6M 2.64%
82,103
-985
4
$10.4M 2.36%
268,760
+3,920
5
$9.97M 2.27%
101,200
+1,065
6
$9.89M 2.26%
88,789
-106
7
$9.46M 2.16%
127,060
+83
8
$9.24M 2.11%
36,343
+882
9
$9.13M 2.08%
111,306
+1,309
10
$8.91M 2.03%
80,312
-446
11
$8.29M 1.89%
184,222
+1,719
12
$8.11M 1.85%
101,188
+2,637
13
$8M 1.82%
46,839
-249
14
$7.62M 1.74%
83,742
+677
15
$6.8M 1.55%
37,083
+167
16
$6.73M 1.53%
96,433
+375
17
$6.65M 1.52%
42,451
+534
18
$6.63M 1.51%
63,502
-375
19
$6.46M 1.47%
119,197
-101
20
$6.43M 1.47%
82,953
+665
21
$6.24M 1.42%
78,048
+864
22
$6.15M 1.4%
43,167
+426
23
$6.03M 1.37%
51,315
+26
24
$6.02M 1.37%
431,493
+65,669
25
$5.97M 1.36%
122,580
-820
1
2 3 4 5