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
$116M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$48.6K
2 +$27.5K
3 +$23.5K
4
PG icon
Procter & Gamble
PG
+$17.9K
5
MRK icon
Merck
MRK
+$17.6K

Top Sells

1 +$158K
2 +$45.1K
3 +$42.1K
4
GPC icon
Genuine Parts
GPC
+$40.5K
5
CAT icon
Caterpillar
CAT
+$40.2K

Sector Composition

1 Consumer Staples 15.06%
2 Industrials 10.04%
3 Technology 7.49%
4 Healthcare 6.01%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.73M 1.49%
21,354
-338
27
$1.59M 1.37%
33,047
28
$1.55M 1.34%
22,251
-171
29
$332K 0.29%
4,084