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
$304M
AUM Growth
-$119K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.91M
3
+$1.76M
4
UNH icon
UnitedHealth
UNH
+$1.67M
5
SPGI icon
S&P Global
SPGI
+$1.57M

Top Sells

1
+$2.34M
2
+$1.62M
3
+$1.58M
4
PNC icon
PNC Financial Services
PNC
+$1.3M
5
VMW
VMware, Inc
VMW
+$1.28M

Sector Composition

1 Technology 18.04%
2 Healthcare 12.43%
3 Industrials 11.93%
4 Financials 9.94%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.98M 1.64%
81,746
+2,335
27
$4.61M 1.52%
27,259
+219
28
$4.58M 1.51%
39,928
-2,619
29
$4.34M 1.43%
81,407
+5,577
30
$4.31M 1.42%
39,993
-708
31
$4.27M 1.4%
99,292
-1,016
32
$4.08M 1.34%
17,678
-925
33
$4.07M 1.34%
27,403
-8,643
34
$3.9M 1.28%
27,922
-54
35
$3.65M 1.2%
48,646
+308
36
$3.58M 1.18%
14,946
-415
37
$3.16M 1.04%
20,577
38
$3.14M 1.03%
44,694
-22,495
39
$3.12M 1.03%
53,088
-1,630
40
$3M 0.99%
42,810
-21
41
$2.95M 0.97%
19,700
42
$2.92M 0.96%
3,701
-338
43
$2.52M 0.83%
38,196
-93
44
$2.5M 0.82%
11,256
45
$2.29M 0.75%
22,549
+1,619
46
$2.23M 0.73%
25,950
-18,799
47
$2.21M 0.73%
+12,784
48
$2.19M 0.72%
7,468
+1,797
49
$2.17M 0.71%
11,112
-6,668
50
$2.16M 0.71%
26,595
-13,266
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2
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