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
$140M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$219K
2 +$201K
3 +$85.4K
4
PFE icon
Pfizer
PFE
+$54.4K
5
XOM icon
Exxon Mobil
XOM
+$41.7K

Top Sells

1 +$18.4K
2 +$16.4K
3 +$15.9K
4
PAYX icon
Paychex
PAYX
+$12.8K
5
ADP icon
Automatic Data Processing
ADP
+$12.3K

Sector Composition

1 Consumer Staples 12.72%
2 Industrials 10.35%
3 Technology 9.11%
4 Healthcare 5.15%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.19M 1.56%
18,562
+153
27
$1.93M 1.37%
16,274
+160
28
$399K 0.28%
8,945
29
$257K 0.18%
1,835
30
$219K 0.16%
+2,280