BOCM
Bontempo Ohly Capital Management Portfolio holdings
AUM
$232M
1-Year Est. Return
16.95%
This Fund
S&P 500
1 Year Est. Return
+16.95%
AUM
$232M
AUM Growth
+$1.28M
(+0.55%)
Holding
31
Top Buys
| 1 | +$25K | |
| 2 | +$23.6K | |
| 3 | +$20.2K | |
| 4 |
Lowe's Companies
LOW
|
+$14.2K |
| 5 |
Broadridge
BR
|
+$14.1K |
Top Sells
| 1 | +$695K | |
| 2 | +$386K | |
| 3 | +$86K | |
| 4 |
Cisco
CSCO
|
+$34.9K |
| 5 |
Johnson & Johnson
JNJ
|
+$29.9K |
Sector Composition
| 1 | Technology | 13.22% |
| 2 | Consumer Staples | 11.11% |
| 3 | Industrials | 8.62% |
| 4 | Healthcare | 6.33% |
| 5 | Consumer Discretionary | 3.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
McDonald's
MCD
$225B
| $2.73M | 1.17% |
8,922
-51
|
|
||
27
Procter & Gamble
PG
$341B
| $2.4M | 1.03% |
16,735
+80
|
|
||
28
Atlantic Union Bankshares
AUB
$4.82B
| $1.32M | 0.57% |
37,519
|
|
||
29
Amazon
AMZN
$2.25T
| $485K | 0.21% |
2,100
|
|
||
30
Boston Scientific
BSX
$106B
| $362K | 0.16% |
3,796
|
|
||
31
PNC Financial Services
PNC
$81.1B
| $349K | 0.15% |
1,673
-35
|
|