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
$171M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$447K
2 +$311K
3 +$306K
4
EMN icon
Eastman Chemical
EMN
+$299K
5
TRI icon
Thomson Reuters
TRI
+$266K

Top Sells

1 +$1.27M
2 +$961K
3 +$349K
4
BT
BT Group plc (ADR)
BT
+$328K
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$181K

Sector Composition

1 Healthcare 17.72%
2 Financials 14.52%
3 Technology 13.26%
4 Industrials 12.67%
5 Energy 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.44M 1.43%
9,798
+70
27
$2.38M 1.39%
45,520
+150
28
$2.37M 1.39%
19,853
-52
29
$2.34M 1.37%
43,495
+450
30
$2.32M 1.36%
31,800
-300
31
$2.23M 1.31%
44,641
+2,225
32
$2.16M 1.27%
26,570
+356
33
$2.08M 1.22%
25,431
+1,225
34
$2.01M 1.18%
34,946
+611
35
$1.96M 1.15%
33,857
+3,750
36
$1.94M 1.14%
23,156
+1,075
37
$1.89M 1.11%
46,197
-938
38
$1.82M 1.06%
94,043
-400
39
$1.77M 1.03%
27,219
-450
40
$1.72M 1.01%
61,348
+685
41
$1.71M 1%
18,625
-13,825
42
$1.69M 0.99%
29,925
+235
43
$1.68M 0.98%
14,165
-299
44
$1.67M 0.98%
54,602
+3,650
45
$1.58M 0.93%
12,410
+2,400
46
$1.54M 0.9%
13,879
+257
47
$1.49M 0.87%
9,049
48
$1.48M 0.87%
29,714
+2,690
49
$1.31M 0.77%
18,600
+425
50
$1.3M 0.76%
11,675
-200