BOCM

Bontempo Ohly Capital Management Portfolio holdings

AUM $232M
1-Year Est. Return 16.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.95%
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 +$48K
2 +$26.3K
3 +$23K
4
PG icon
Procter & Gamble
PG
+$17.3K
5
MRK icon
Merck
MRK
+$17.1K

Top Sells

1 +$157K
2 +$40.3K
3 +$40.2K
4
CAT icon
Caterpillar
CAT
+$39.7K
5
ETN icon
Eaton
ETN
+$39.6K

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