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
$128M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$327K
2 +$249K
3 +$68.6K
4
GIS icon
General Mills
GIS
+$58.7K
5
VZ icon
Verizon
VZ
+$54.2K

Top Sells

1 +$11K

Sector Composition

1 Consumer Staples 16.52%
2 Technology 9.46%
3 Industrials 7.23%
4 Healthcare 6.11%
5 Communication Services 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.85M 1.45%
23,647
+617
27
$1.84M 1.44%
41,483
+1,327
28
$1.25M 0.98%
20,318
29
$257K 0.2%
1,902