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
$831M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.4M
3
+$1.06M
4
AVGO icon
Broadcom
AVGO
+$861K
5
MCD icon
McDonald's
MCD
+$597K

Top Sells

1
+$1.75M
2
+$705K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$427K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$422K

Sector Composition

1 Financials 16.76%
2 Technology 14.93%
3 Healthcare 13.23%
4 Industrials 11.76%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.7M 5.26%
336,349
+3,021
2
$32.9M 3.97%
137,381
+1,128
3
$24.7M 2.98%
71,092
+737
4
$21.5M 2.58%
121,446
+1,666
5
$18.8M 2.26%
334,140
+5,925
6
$17.9M 2.15%
117,859
+1,384
7
$17.7M 2.13%
160,761
+3,554
8
$16.8M 2.02%
54,435
+298
9
$16.2M 1.96%
90,492
+802
10
$15.1M 1.82%
237,127
+2,182
11
$14.6M 1.76%
80,817
+1,308
12
$13.9M 1.68%
30,512
+520
13
$13M 1.57%
49,337
+2,264
14
$12.9M 1.55%
145,527
-284
15
$12.4M 1.5%
62,397
+1,731
16
$12.4M 1.49%
142,867
+3,257
17
$12M 1.44%
128,392
+4,319
18
$12M 1.44%
54,181
+986
19
$11.7M 1.41%
99,164
+2,108
20
$11.7M 1.41%
87,195
+2,241
21
$11.6M 1.4%
131,449
+2,920
22
$11.6M 1.39%
154,108
-23,269
23
$11.5M 1.39%
66,246
+529
24
$11.3M 1.37%
324,274
+12,926
25
$10.6M 1.28%
95,548
+4,949
1
2 3 4 5