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
$331M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.34M
3
+$1.73M
4
NEE icon
NextEra Energy
NEE
+$1.63M
5
MCD icon
McDonald's
MCD
+$1.54M

Top Sells

1
+$2.28M
2
+$1.68M
3
+$1.51M
4
TXN icon
Texas Instruments
TXN
+$1.36M
5
XOM icon
Exxon Mobil
XOM
+$1.26M

Sector Composition

1 Technology 19.3%
2 Healthcare 13.94%
3 Industrials 11.57%
4 Consumer Staples 9.77%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 1.48%
29,444
-121
27
$4.86M 1.47%
8,429
+659
28
$4.84M 1.47%
14,050
+6,801
29
$4.78M 1.45%
13,441
+1,005
30
$4.75M 1.44%
10,041
+596
31
$4.67M 1.41%
20,734
+10
32
$4.56M 1.38%
18,438
-650
33
$4.34M 1.31%
106,446
-13,615
34
$4.15M 1.25%
31,816
+7,173
35
$4.02M 1.22%
14,373
+5,509
36
$3.78M 1.14%
36,348
+16,651
37
$3.73M 1.13%
7,880
+368
38
$3.66M 1.11%
5,080
+451
39
$3.65M 1.11%
111,802
+7,696
40
$3.57M 1.08%
21,853
-3,145
41
$3.44M 1.04%
21,077
+5,043
42
$3.42M 1.04%
33,154
-2,395
43
$3.4M 1.03%
15,272
+6,380
44
$3.23M 0.98%
20,962
45
$3.21M 0.97%
30,760
-2,195
46
$2.9M 0.88%
10,094
-447
47
$2.88M 0.87%
19,927
48
$2.79M 0.85%
20,016
+2,119
49
$2.77M 0.84%
22,220
+218
50
$2.73M 0.83%
42,510
+8,310
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