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
$105M
AUM Growth
+$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$63.1K
2 +$43.4K
3 +$28.6K
4
CAT icon
Caterpillar
CAT
+$25.7K
5
CVX icon
Chevron
CVX
+$19.1K

Top Sells

1 +$78.8K
2 +$76K
3 +$67.9K
4
PAYX icon
Paychex
PAYX
+$1.32K
5
LMT icon
Lockheed Martin
LMT
+$1.3K

Sector Composition

1 Consumer Staples 13.3%
2 Industrials 11.61%
3 Communication Services 7.28%
4 Healthcare 5.51%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.39M 1.32%
29,152
+212
27
$866K 0.82%
22,692
+292
28
$865K 0.82%
22,174