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
$217M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$429K
3
+$411K
4
UNH icon
UnitedHealth
UNH
+$323K
5
SYY icon
Sysco
SYY
+$318K

Top Sells

1
+$4.72M
2
+$3.02M
3
+$2.94M
4
BA icon
Boeing
BA
+$2.87M
5
TRI icon
Thomson Reuters
TRI
+$2.61M

Sector Composition

1 Technology 15.42%
2 Healthcare 14.36%
3 Industrials 12.37%
4 Financials 11.46%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 1.79%
23,417
-550
27
$3.87M 1.78%
14,646
+1,625
28
$3.8M 1.75%
44,391
+1,460
29
$3.79M 1.75%
49,480
-2,796
30
$3.74M 1.72%
21,414
+90
31
$3.65M 1.68%
33,267
-560
32
$3.5M 1.61%
62,848
+2,000
33
$3.3M 1.52%
18,994
-65
34
$3.3M 1.52%
13,526
+1,325
35
$3.09M 1.42%
55,424
36
$2.96M 1.36%
111,657
-275
37
$2.88M 1.32%
7,899
-7,898
38
$2.82M 1.3%
102,265
+1,110
39
$2.8M 1.29%
+56,862
40
$2.39M 1.1%
30,673
-5
41
$2M 0.92%
83,256
-15,000
42
$1.92M 0.89%
36,290
+2,405
43
$1.85M 0.85%
20,313
+2,242
44
$1.81M 0.83%
16,800
45
$1.69M 0.78%
23,920
+4,496
46
$1.68M 0.78%
27,592
-2,855
47
$1.51M 0.7%
21,663
+3,091
48
$1.48M 0.68%
29,107
-677
49
$1.43M 0.66%
12,447
50
$1.23M 0.57%
3,473
-250
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2
3 4