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
$287M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.58M
3
+$2.51M
4
EQIX icon
Equinix
EQIX
+$2.46M
5
HON icon
Honeywell
HON
+$2.37M

Top Sells

1
+$2.7M
2
+$2.69M
3
+$2.36M
4
C icon
Citigroup
C
+$2M
5
BDX icon
Becton Dickinson
BDX
+$1.89M

Sector Composition

1 Technology 17.79%
2 Industrials 12.96%
3 Healthcare 12.01%
4 Financials 10.14%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.73M 1.65%
70,815
-23,133
27
$4.64M 1.61%
76,994
+11,364
28
$4.63M 1.61%
36,409
-7,795
29
$4.51M 1.57%
40,382
+5,566
30
$4.5M 1.57%
41,612
-11,918
31
$4.23M 1.47%
11,367
-1,350
32
$3.89M 1.35%
16,389
-7,981
33
$3.83M 1.33%
28,252
-1,562
34
$3.75M 1.31%
51,009
-10,732
35
$3.6M 1.25%
44,105
-10,130
36
$3.6M 1.25%
99,207
+119
37
$3.58M 1.25%
46,266
-13,543
38
$3.56M 1.24%
+7,800
39
$3.55M 1.24%
19,021
-1,920
40
$3.33M 1.16%
39,361
-114
41
$3.18M 1.11%
18,147
-862
42
$3.03M 1.05%
20,577
+4,000
43
$2.96M 1.03%
53,109
-6,044
44
$2.79M 0.97%
19,700
+2,300
45
$2.51M 0.87%
22,788
-24,517
46
$2.46M 0.86%
+3,620
47
$2.4M 0.84%
36,346
-11,108
48
$2.33M 0.81%
11,256
+600
49
$2.09M 0.73%
19,938
+11,300
50
$2.09M 0.73%
+7,793
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