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
$227M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.68M
3
+$1.63M
4
FI icon
Fiserv
FI
+$1.6M
5
DD icon
DuPont de Nemours
DD
+$1.48M

Top Sells

1
+$2.82M
2
+$1.37M
3
+$1.32M
4
GILD icon
Gilead Sciences
GILD
+$1.28M
5
PK icon
Park Hotels & Resorts
PK
+$942K

Sector Composition

1 Technology 15.06%
2 Healthcare 14.68%
3 Industrials 13.96%
4 Financials 12.15%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 1.62%
59,236
-3,308
27
$3.64M 1.6%
42,931
+4,071
28
$3.56M 1.57%
109,587
+9,960
29
$3.52M 1.55%
33,827
-4,362
30
$3.5M 1.54%
87,405
+43,582
31
$3.47M 1.53%
19,059
-3,218
32
$3.39M 1.49%
21,324
+1,086
33
$3.37M 1.48%
27,496
+7,355
34
$3.15M 1.39%
13,021
+5,731
35
$3.14M 1.38%
101,155
-30,305
36
$3.1M 1.37%
111,932
+33,101
37
$3.04M 1.34%
60,848
+12,082
38
$3.02M 1.33%
68,071
+37,880
39
$3.02M 1.33%
12,201
+4,616
40
$2.94M 1.3%
27,381
+13,722
41
$2.76M 1.21%
55,424
-4,498
42
$2.61M 1.15%
42,476
-12,238
43
$2.33M 1.02%
30,678
-4,753
44
$2.32M 1.02%
98,256
-119,240
45
$2.03M 0.89%
30,447
-5,903
46
$2.01M 0.88%
15,886
-10,421
47
$1.88M 0.83%
33,885
+29,425
48
$1.75M 0.77%
16,800
49
$1.6M 0.7%
+18,071
50
$1.4M 0.61%
29,784
-41
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