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

Top Buys

1 +$13.8K
2 +$12K
3 +$9.92K
4
PG icon
Procter & Gamble
PG
+$9.75K
5
IBM icon
IBM
IBM
+$7.92K

Top Sells

1 +$568K
2 +$375K
3 +$68.3K
4
EMR icon
Emerson Electric
EMR
+$43.7K
5
KDP icon
Keurig Dr Pepper
KDP
+$42.9K

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