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
$122M
AUM Growth
+$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$666K
2 +$539K
3 +$221K
4
ADNT icon
Adient
ADNT
+$203K
5
EMR icon
Emerson Electric
EMR
+$74.7K

Top Sells

1 +$60.2K
2 +$59.2K
3 +$54.9K
4
K icon
Kellanova
K
+$38.6K
5
MRK icon
Merck
MRK
+$36.8K

Sector Composition

1 Consumer Staples 13.66%
2 Industrials 10.37%
3 Technology 7.83%
4 Healthcare 5.56%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.57M 1.28%
13,722
-270
27
$1.43M 1.17%
34,762
-637
28
$917K 0.75%
15,047
29
$478K 0.39%
4,084
30
$221K 0.18%
+2,154
31
$203K 0.17%
+3,470