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
$170M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$680K
2
+$396K
3
+$270K
4
LEN icon
Lennar Class A
LEN
+$269K
5
ABT icon
Abbott
ABT
+$220K

Top Sells

1
+$918K
2
+$664K
3
+$509K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$393K
5
QCOM icon
Qualcomm
QCOM
+$299K

Sector Composition

1 Healthcare 19.59%
2 Financials 15.79%
3 Industrials 13.69%
4 Technology 11.35%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1.76%
44,838
-1,175
27
$2.97M 1.75%
45,294
+255
28
$2.89M 1.7%
49,606
-535
29
$2.74M 1.61%
18,939
+145
30
$2.68M 1.58%
30,975
31
$2.43M 1.43%
92,196
+25,840
32
$2.3M 1.35%
40,751
33
$2.22M 1.31%
128,335
-2,292
34
$2.13M 1.25%
61,021
-472
35
$2.11M 1.24%
45,652
-1,185
36
$2.08M 1.23%
24,714
-450
37
$2.06M 1.21%
25,943
-206
38
$2.04M 1.2%
47,469
-1,450
39
$2.04M 1.2%
8,022
-345
40
$1.96M 1.15%
19,839
+84
41
$1.88M 1.11%
24,649
-325
42
$1.76M 1.04%
53,785
+129
43
$1.76M 1.04%
9,049
44
$1.75M 1.03%
45,112
+750
45
$1.65M 0.97%
53,812
-1,212
46
$1.64M 0.96%
35,172
+5,778
47
$1.61M 0.95%
32,018
+1,953
48
$1.6M 0.94%
12,675
-519
49
$1.59M 0.94%
45,474
-450
50
$1.41M 0.83%
11,089
-75
1
2
3 4