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
$185M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.45M
3
+$1.22M
4
LEN icon
Lennar Class A
LEN
+$992K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$824K

Top Sells

1
+$1.83M
2
+$683K
3
+$652K
4
ORLY icon
O'Reilly Automotive
ORLY
+$649K
5
V icon
Visa
V
+$469K

Sector Composition

1 Healthcare 19.33%
2 Financials 14.76%
3 Industrials 13.47%
4 Technology 13.37%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.56%
47,996
+5,609
27
$2.84M 1.54%
45,644
+13,225
28
$2.81M 1.52%
48,002
+4,220
29
$2.73M 1.47%
48,520
-3,825
30
$2.67M 1.44%
19,055
+3,178
31
$2.6M 1.41%
22,924
+4,550
32
$2.39M 1.29%
15,940
+1,655
33
$2.38M 1.29%
8,583
-215
34
$2.31M 1.25%
56,994
-2,865
35
$2.19M 1.19%
47,307
+5,930
36
$2.13M 1.15%
43,904
-2,012
37
$2.13M 1.15%
24,250
-1,050
38
$1.94M 1.05%
23,646
+2,115
39
$1.93M 1.04%
26,564
-375
40
$1.93M 1.04%
58,328
-1,950
41
$1.9M 1.02%
18,063
-1,275
42
$1.9M 1.02%
13,744
-421
43
$1.77M 0.96%
30,711
-811
44
$1.77M 0.96%
9,049
45
$1.6M 0.87%
29,190
-79
46
$1.57M 0.85%
37,450
-1,525
47
$1.55M 0.84%
44,856
-551
48
$1.53M 0.83%
49,104
+39,220
49
$1.45M 0.78%
+50,982
50
$1.35M 0.73%
27,075
+7,700
1
2
3 4