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
$175M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$738K
3
+$164K
4
LEN icon
Lennar Class A
LEN
+$163K
5
WFC icon
Wells Fargo
WFC
+$156K

Top Sells

1
+$446K
2
+$372K
3
+$209K
4
ABT icon
Abbott
ABT
+$201K
5
M icon
Macy's
M
+$165K

Sector Composition

1 Healthcare 19.08%
2 Financials 14.78%
3 Industrials 14.21%
4 Technology 11.58%
5 Energy 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.64%
100,445
+4,075
27
$2.77M 1.59%
42,763
+200
28
$2.72M 1.56%
106,554
+1,471
29
$2.69M 1.54%
148,845
-11,550
30
$2.69M 1.54%
33,900
31
$2.58M 1.48%
46,904
+2,980
32
$2.45M 1.41%
43,925
+834
33
$2.41M 1.38%
180,080
+3,734
34
$2.34M 1.34%
46,635
+2,141
35
$2.25M 1.29%
48,329
+1,292
36
$2.25M 1.29%
93,944
+2,180
37
$2.24M 1.28%
26,453
+800
38
$2.18M 1.25%
26,895
+290
39
$2.17M 1.24%
58,399
+1,080
40
$2.15M 1.23%
47,369
+175
41
$1.96M 1.12%
9,049
42
$1.88M 1.08%
58,400
+329
43
$1.87M 1.07%
23,724
-450
44
$1.82M 1.04%
41,414
+3,721
45
$1.81M 1.04%
12,397
-119
46
$1.78M 1.02%
6,523
-165
47
$1.76M 1.01%
15,836
+257
48
$1.61M 0.92%
48,133
-184
49
$1.59M 0.91%
47,279
-4,895
50
$1.54M 0.88%
11,224
+60
1
2
3 4