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
$125M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$14.3K
2 +$13.7K
3 +$10.6K
4
PG icon
Procter & Gamble
PG
+$10.3K
5
IBM icon
IBM
IBM
+$8.17K

Top Sells

1 +$588K
2 +$384K
3 +$68.7K
4
EMR icon
Emerson Electric
EMR
+$45.5K
5
PAYX icon
Paychex
PAYX
+$44.3K

Sector Composition

1 Consumer Staples 16.65%
2 Technology 9.15%
3 Industrials 7.69%
4 Healthcare 5.81%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.83M 1.46%
23,030
+123
27
$1.81M 1.44%
40,156
-567
28
$1.22M 0.97%
20,318
29
$288K 0.23%
1,902