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
$99.1M
AUM Growth
-$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$699K
3 +$677K
4
MRK icon
Merck
MRK
+$121K
5
KMB icon
Kimberly-Clark
KMB
+$78.2K

Top Sells

1 +$609K
2 +$14.3K

Sector Composition

1 Consumer Staples 13.38%
2 Industrials 11.09%
3 Communication Services 7.16%
4 Healthcare 5.49%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.28M 1.29%
28,940
+1,495
27
$736K 0.74%
22,400
-18,544
28
$699K 0.71%
+22,174