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
$219M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.42M
3
+$1.44M
4
NSC icon
Norfolk Southern
NSC
+$1.4M
5
NEE icon
NextEra Energy
NEE
+$1.31M

Top Sells

1
+$1.57M
2
+$1.45M
3
+$1.37M
4
ITW icon
Illinois Tool Works
ITW
+$1.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M

Sector Composition

1 Technology 14.7%
2 Healthcare 14.29%
3 Industrials 12.75%
4 Financials 11.33%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.92M 1.79%
38,278
-10,755
27
$3.9M 1.78%
31,398
-1,869
28
$3.67M 1.67%
13,265
-1,360
29
$3.64M 1.66%
25,987
-3,039
30
$3.6M 1.65%
21,359
-2,058
31
$3.47M 1.59%
50,265
-8,546
32
$3.44M 1.57%
9,054
+1,155
33
$3.37M 1.54%
30,173
+23,834
34
$3.36M 1.54%
17,143
-1,851
35
$3.34M 1.53%
109,002
-2,655
36
$2.95M 1.35%
56,923
-5,925
37
$2.8M 1.28%
39,710
-9,770
38
$2.68M 1.23%
107,467
+5,202
39
$2.63M 1.2%
12,091
-1,435
40
$2.58M 1.18%
24,953
+4,640
41
$2.42M 1.1%
+43,395
42
$2.25M 1.03%
30,408
-265
43
$2.13M 0.97%
36,512
+22,460
44
$2.1M 0.96%
26,390
+2,470
45
$1.82M 0.83%
16,800
46
$1.64M 0.75%
23,693
+2,030
47
$1.6M 0.73%
66,484
-16,772
48
$1.6M 0.73%
13,477
+5,462
49
$1.52M 0.69%
26,892
-9,398
50
$1.49M 0.68%
12,447
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