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
$923M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$518K
3
+$498K
4
PYPL icon
PayPal
PYPL
+$490K
5
CRM icon
Salesforce
CRM
+$434K

Top Sells

1
+$1.13M
2
+$856K
3
+$788K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$570K
5
AAPL icon
Apple
AAPL
+$538K

Sector Composition

1 Technology 17.69%
2 Financials 16.18%
3 Healthcare 12.45%
4 Industrials 10.86%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.5M 6.67%
352,453
-3,082
2
$42.9M 4.65%
139,242
-3,664
3
$25.5M 2.76%
71,347
+930
4
$21.4M 2.32%
153,100
-200
5
$21.3M 2.31%
120,171
-1,654
6
$21M 2.28%
128,900
+2,460
7
$19.1M 2.07%
54,211
+35
8
$17.9M 1.94%
31,137
+753
9
$17.8M 1.93%
116,473
-2,036
10
$17.5M 1.9%
125,980
+1,140
11
$16.8M 1.82%
122,453
-495
12
$15M 1.63%
329,190
+1,470
13
$14.7M 1.59%
188,188
-7,303
14
$14.6M 1.58%
89,678
-784
15
$14.4M 1.56%
232,186
-157
16
$14.2M 1.54%
303,368
+3,020
17
$14M 1.52%
65,507
+163
18
$14M 1.52%
118,945
+1,609
19
$13.8M 1.49%
82,386
-2,324
20
$12.6M 1.36%
62,218
+1,383
21
$12.4M 1.34%
55,570
+1,215
22
$12.4M 1.34%
122,033
+1,351
23
$12.1M 1.31%
145,944
-1,558
24
$11.8M 1.28%
89,571
+680
25
$11.3M 1.23%
45,768
-270
1
2 3 4 5