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BOCM

Bontempo Ohly Capital Management Portfolio holdings

AUM $222M
1-Year Est. Return 13.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.5M
3
+$4.24M
4
ACN icon
Accenture
ACN
+$4.02M
5
HD icon
Home Depot
HD
+$3.11M

Top Sells

1
+$7.43M
2
+$7.26M
3
+$5.84M
4
NOC icon
Northrop Grumman
NOC
+$5.29M
5
GRMN icon
Garmin
GRMN
+$4.25M

Sector Composition

1 Consumer Staples 11.3%
2 Technology 9.43%
3 Healthcare 8.43%
4 Consumer Discretionary 7.13%
5 Industrials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$327B
$2.81M 1.27%
+8,529
UNH icon
27
UnitedHealth
UNH
$363B
$2.41M 1.09%
+8,890
AUB icon
28
Atlantic Union Bankshares
AUB
$5.54B
$1.34M 0.61%
37,519
IBM icon
29
IBM
IBM
$247B
$906K 0.41%
3,738
-11,735
AMZN icon
30
Amazon
AMZN
$2.55T
$437K 0.2%
2,100
PNC icon
31
PNC Financial Services
PNC
$93.6B
$348K 0.16%
1,673
BSX icon
32
Boston Scientific
BSX
$66.8B
$238K 0.11%
3,796
EGBN icon
33
Eagle Bancorp
EGBN
$831M
$222K 0.1%
+8,945
AAPL icon
34
Apple
AAPL
$4.35T
$219K 0.1%
+861
CSCO icon
35
Cisco
CSCO
$462B
– –
-75,766
DG icon
36
Dollar General
DG
$24B
– –
-54,647
GRMN icon
37
Garmin
GRMN
$44.7B
– –
-20,953
MCD icon
38
McDonald's
MCD
$202B
– –
-8,922
NOC icon
39
Northrop Grumman
NOC
$78.1B
– –
-9,273
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