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
$218M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1 +$3.29M
2 +$2.35M
3 +$1.98M
4
HIG icon
Hartford Financial Services
HIG
+$1.72M
5
CMCSA icon
Comcast
CMCSA
+$1.72M

Top Sells

1 +$2.25M
2 +$2.13M
3 +$1.78M
4
COF icon
Capital One
COF
+$1.58M
5
PG icon
Procter & Gamble
PG
+$1.22M

Sector Composition

1 Industrials 19.34%
2 Technology 14.57%
3 Healthcare 14.5%
4 Financials 11.97%
5 Energy 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.72M 1.71%
172,856
+25,016
27
$3.67M 1.69%
49,163
+12,867
28
$3.63M 1.67%
34,427
+6,810
29
$3.61M 1.66%
69,509
-18,156
30
$3.57M 1.64%
60,162
-36,001
31
$3.54M 1.63%
25,557
+1,737
32
$3.41M 1.57%
77,235
-26,952
33
$3.38M 1.55%
65,411
+6,678
34
$3.29M 1.51%
+121,690
35
$3.08M 1.42%
131,266
-10,661
36
$3.03M 1.39%
16,500
+10,794
37
$2.91M 1.34%
98,022
-24,153
38
$2.61M 1.2%
32,938
-15,434
39
$2.36M 1.08%
34,404
-5,859
40
$2.35M 1.08%
+10,891
41
$2.35M 1.08%
37,742
-910
42
$2.33M 1.07%
63,056
+9,335
43
$2.24M 1.03%
17,435
-3,220
44
$1.83M 0.84%
42,045
-1,790
45
$1.72M 0.79%
+50,327
46
$1.59M 0.73%
4,663
-535
47
$1.48M 0.68%
14,900
48
$1.43M 0.66%
52,952
-2,136
49
$1.43M 0.65%
29,162
-2,387
50
$1.32M 0.61%
+17,500