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
$282M
AUM Growth
-$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$2.19M
3 +$1.98M
4
ADP icon
Automatic Data Processing
ADP
+$1.86M
5
MCD icon
McDonald's
MCD
+$1.85M

Top Sells

1 +$1.81M
2 +$1.7M
3 +$1.6M
4
ADSK icon
Autodesk
ADSK
+$1.19M
5
HON icon
Honeywell
HON
+$1.15M

Sector Composition

1 Technology 16.67%
2 Healthcare 14.88%
3 Industrials 11.87%
4 Consumer Staples 9.63%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.07M 1.44%
36,059
-14,186
27
$4.07M 1.44%
27,431
+9,575
28
$3.96M 1.4%
21,892
+222
29
$3.96M 1.4%
34,030
+2,527
30
$3.9M 1.38%
7,699
-1,495
31
$3.83M 1.36%
21,545
-643
32
$3.64M 1.29%
46,465
+29,753
33
$3.53M 1.25%
24,589
+2,464
34
$3.34M 1.18%
41,330
-14
35
$3.2M 1.13%
11,884
+4,638
36
$3.2M 1.13%
22,152
+7,801
37
$3.04M 1.08%
33,703
-7,612
38
$2.9M 1.03%
51,854
+31,700
39
$2.83M 1%
20,962
40
$2.82M 1%
7,288
+1,619
41
$2.58M 0.91%
24,652
+8,933
42
$2.56M 0.91%
99,435
-12,635
43
$2.54M 0.9%
19,927
44
$2.51M 0.89%
4,421
+1,079
45
$2.49M 0.88%
11,862
+1,892
46
$2.48M 0.88%
14,874
-6,914
47
$2.43M 0.86%
15,153
+12,360
48
$2.39M 0.85%
11,657
+1,588
49
$2.32M 0.82%
21,816
+634
50
$2.31M 0.82%
9,936
+1,977