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
$339M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$4.08M
2 +$1.75M
3 +$410K
4
AAPL icon
Apple
AAPL
+$262K
5
PEP icon
PepsiCo
PEP
+$254K

Top Sells

1 +$2.52M
2 +$135K
3 +$131K
4
NVDA icon
NVIDIA
NVDA
+$127K
5
EMN icon
Eastman Chemical
EMN
+$116K

Sector Composition

1 Technology 18.14%
2 Healthcare 13.3%
3 Industrials 11.53%
4 Financials 9.18%
5 Consumer Staples 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.42M 1.6%
39,994
+1
27
$5.41M 1.6%
52,145
+1,176
28
$5.41M 1.59%
24,946
-96
29
$5.09M 1.5%
50,147
+1,326
30
$4.92M 1.45%
17,826
+148
31
$4.63M 1.36%
28,291
+369
32
$4.28M 1.26%
83,023
+1,616
33
$4.26M 1.26%
27,518
+259
34
$3.82M 1.13%
49,877
+1,231
35
$3.67M 1.08%
14,980
+34
36
$3.53M 1.04%
20,577
37
$3.33M 0.98%
54,405
+1,317
38
$3.27M 0.96%
3,862
+161
39
$3.24M 0.96%
27,987
+584
40
$3.21M 0.95%
19,700
41
$3.1M 0.92%
42,837
+27
42
$3.08M 0.91%
14,747
+1,963
43
$2.97M 0.88%
43,038
-1,656
44
$2.87M 0.85%
8,147
+490
45
$2.8M 0.82%
23,829
+1,280
46
$2.75M 0.81%
7,930
+462
47
$2.73M 0.8%
11,300
+44
48
$2.24M 0.66%
7,523
+585
49
$2.24M 0.66%
25,127
-1,468
50
$2.22M 0.65%
18,333
-960