FNBOMD

First National Bank of Mount Dora Portfolio holdings

AUM $443M
1-Year Est. Return 18.63%
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.87M
3
+$4.73M
4
KO icon
Coca-Cola
KO
+$4.22M
5
ESRX
Express Scripts Holding Company
ESRX
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.13%
2 Financials 15.15%
3 Energy 12.96%
4 Technology 10.57%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.38%
+37,026
27
$1.82M 1.35%
+51,371
28
$1.81M 1.35%
+21,119
29
$1.78M 1.33%
+41,800
30
$1.78M 1.32%
+44,390
31
$1.64M 1.22%
+67,497
32
$1.63M 1.21%
+33,553
33
$1.61M 1.19%
+39,411
34
$1.59M 1.18%
+20,656
35
$1.53M 1.13%
+31,074
36
$1.5M 1.11%
+16,408
37
$1.43M 1.06%
+9,619
38
$1.38M 1.03%
+31,183
39
$1.33M 0.99%
+33,996
40
$1.25M 0.93%
+16,100
41
$1.24M 0.92%
+17,100
42
$1.23M 0.91%
+45,814
43
$1.19M 0.89%
+24,850
44
$1.18M 0.88%
+19,364
45
$1.17M 0.87%
+33,831
46
$1.12M 0.83%
+36,600
47
$1.04M 0.77%
+73,125
48
$1.02M 0.76%
+5,573
49
$1M 0.75%
+10,778
50
$969K 0.72%
+8,718
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