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
$219M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$713K
2 +$495K
3 +$202K
4
JNJ icon
Johnson & Johnson
JNJ
+$154K
5
CVX icon
Chevron
CVX
+$152K

Top Sells

1 +$68.9K
2 +$47.1K
3 +$19.2K
4
TSN icon
Tyson Foods
TSN
+$7.27K
5
LMT icon
Lockheed Martin
LMT
+$4.68K

Sector Composition

1 Consumer Staples 12.32%
2 Technology 11.16%
3 Industrials 8.17%
4 Healthcare 4.98%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.42M 1.11%
16,466
+1,034
27
$1.5M 0.68%
166,857
+301
28
$1.37M 0.62%
43,523
29
$394K 0.18%
5,644
-12
30
$391K 0.18%
2,100
31
$325K 0.15%
1,758
32
$319K 0.15%
1,153
-249
33
$318K 0.15%
3,796
34
$204K 0.09%
1,800
35
$202K 0.09%
+8,945