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
$168M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$254K
2 +$116K
3 +$85.7K
4
VZ icon
Verizon
VZ
+$76.6K
5
WBA
Walgreens Boots Alliance
WBA
+$56.5K

Top Sells

1 +$226K
2 +$100K
3 +$90.5K
4
MRK icon
Merck
MRK
+$76.1K
5
GD icon
General Dynamics
GD
+$75.4K

Sector Composition

1 Consumer Staples 13.41%
2 Healthcare 10.29%
3 Technology 10.08%
4 Industrials 8.48%
5 Materials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.05M 1.22%
77,566
+4,406
27
$1.63M 0.97%
16,255
+517
28
$1.53M 0.91%
43,523
29
$394K 0.23%
8,945
30
$282K 0.17%
1,788
31
-2,000