BOCM
Bontempo Ohly Capital Management Portfolio holdings
AUM
$232M
1-Year Est. Return
16.95%
This Fund
S&P 500
1 Year Est. Return
+16.95%
AUM
$231M
AUM Growth
+$10M
(+4.5%)
Holding
31
Top Buys
| 1 | +$61.8K | |
| 2 | +$58.4K | |
| 3 | +$41.6K | |
| 4 |
Coca-Cola
KO
|
+$37.2K |
| 5 |
Verizon
VZ
|
+$31.2K |
Top Sells
| 1 | +$186K | |
| 2 | +$101K | |
| 3 | +$31.2K | |
| 4 |
Dollar General
DG
|
+$26.4K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$23.8K |
Sector Composition
| 1 | Technology | 14% |
| 2 | Consumer Staples | 10.5% |
| 3 | Industrials | 9.43% |
| 4 | Healthcare | 5.48% |
| 5 | Consumer Discretionary | 3.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
McDonald's
MCD
$243B
| $2.73M | 1.18% |
8,973
-41
|
|
||
27
Procter & Gamble
PG
$389B
| $2.56M | 1.11% |
16,655
+167
|
|
||
28
Atlantic Union Bankshares
AUB
$5.25B
| $1.32M | 0.57% |
37,519
|
|
||
29
Amazon
AMZN
$2.25T
| $461K | 0.2% |
2,100
|
|
||
30
Boston Scientific
BSX
$114B
| $371K | 0.16% |
3,796
|
|
||
31
PNC Financial Services
PNC
$85.9B
| $343K | 0.15% |
1,708
|
|