BBES

Buffalo Business & Estate Services Portfolio holdings

AUM $696M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$96M
3
+$70.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$44.1M
5
AAPL icon
Apple
AAPL
+$36.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.44%
2 Communication Services 8.36%
3 Consumer Discretionary 5.4%
4 Healthcare 3.55%
5 Financials 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
26
Lowe's Companies
LOW
$148B
$5.15M 0.74%
+21,340
KLAC icon
27
KLA
KLAC
$203B
$4.99M 0.72%
+4,110
LMT icon
28
Lockheed Martin
LMT
$149B
$4.71M 0.68%
+9,734
URI icon
29
United Rentals
URI
$53.8B
$4.63M 0.67%
+5,726
TT icon
30
Trane Technologies
TT
$102B
$4.32M 0.62%
+11,112
SPYG icon
31
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.8B
$4.19M 0.6%
+39,249
CVX icon
32
Chevron
CVX
$365B
$4.11M 0.59%
+26,971
CEG icon
33
Constellation Energy
CEG
$118B
$3.94M 0.57%
+11,154
B
34
Barrick Mining
B
$83.4B
$2.7M 0.39%
+62,048
VEA icon
35
Vanguard FTSE Developed Markets ETF
VEA
$220B
$2.58M 0.37%
+41,255
UBER icon
36
Uber
UBER
$150B
$2.3M 0.33%
+28,198
GEV icon
37
GE Vernova
GEV
$236B
$2.15M 0.31%
+3,295
CRWD icon
38
CrowdStrike
CRWD
$91.6B
$1.84M 0.26%
+3,929
BA icon
39
Boeing
BA
$181B
$1.58M 0.23%
+7,263
HOOD icon
40
Robinhood
HOOD
$69.8B
$1.49M 0.21%
+13,216
IWR icon
41
iShares Russell Mid-Cap ETF
IWR
$49.3B
$1.37M 0.2%
+14,230
ISRG icon
42
Intuitive Surgical
ISRG
$180B
$1.36M 0.2%
+2,407
VOO icon
43
Vanguard S&P 500 ETF
VOO
$864B
$1.1M 0.16%
+1,759
IBIT icon
44
iShares Bitcoin Trust
IBIT
$52.5B
$979K 0.14%
+19,713
IWM icon
45
iShares Russell 2000 ETF
IWM
$75.7B
$905K 0.13%
+3,678
ANET icon
46
Arista Networks
ANET
$167B
$830K 0.12%
+6,336
SNOW icon
47
Snowflake
SNOW
$57.9B
$808K 0.12%
+3,683
TSLA icon
48
Tesla
TSLA
$1.57T
$794K 0.11%
+1,766
GS icon
49
Goldman Sachs
GS
$276B
$740K 0.11%
+842
SYK icon
50
Stryker
SYK
$147B
$714K 0.1%
+2,032
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