BOCM

Bontempo Ohly Capital Management Portfolio holdings

AUM $221M
1-Year Est. Return 14.23%
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$13.4K
2 +$4.24K

Top Sells

1 +$269K
2 +$260K
3 +$55.3K
4
PFE icon
Pfizer
PFE
+$44.3K
5
VZ icon
Verizon
VZ
+$35.2K

Sector Composition

1 Consumer Staples 12.17%
2 Industrials 11.35%
3 Communication Services 7.29%
4 Healthcare 6.37%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.53M 1.49%
22,077
27
$1.52M 1.47%
27,445
-115