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
$172M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$576K
3
+$556K
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$485K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$444K

Top Sells

1
+$1M
2
+$496K
3
+$488K
4
DE icon
Deere & Co
DE
+$392K
5
QCOM icon
Qualcomm
QCOM
+$279K

Sector Composition

1 Healthcare 17.16%
2 Financials 14.78%
3 Technology 12.72%
4 Industrials 12.62%
5 Energy 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 1.47%
45,370
-1,200
27
$2.51M 1.46%
34,600
28
$2.38M 1.39%
19,110
+1,575
29
$2.34M 1.36%
27,243
+3,840
30
$2.29M 1.34%
34,335
-1,100
31
$2.26M 1.31%
43,045
+2,250
32
$2.21M 1.29%
32,100
33
$2.19M 1.28%
24,206
-4,332
34
$2.11M 1.23%
26,214
+1,045
35
$2.08M 1.21%
42,416
+2,500
36
$2.07M 1.21%
94,443
+1,773
37
$1.99M 1.15%
50,952
+6,100
38
$1.74M 1.01%
22,081
+25
39
$1.73M 1.01%
14,464
-479
40
$1.72M 1%
27,669
-575
41
$1.71M 0.99%
60,663
+121
42
$1.71M 0.99%
47,135
-768
43
$1.7M 0.99%
30,107
-125
44
$1.64M 0.95%
29,690
+315
45
$1.59M 0.92%
7,142
+507
46
$1.57M 0.91%
13,622
+487
47
$1.56M 0.91%
27,024
+1,893
48
$1.5M 0.88%
9,049
-570
49
$1.42M 0.82%
35,925
-12,375
50
$1.35M 0.79%
18,175
+2,050
1
2
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