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
$352M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$3.36M
3
+$2M
4
TJX icon
TJX Companies
TJX
+$1.73M
5
TRN icon
Trinity Industries
TRN
+$1.68M

Top Sells

1
+$4.88M
2
+$3.75M
3
+$2.48M
4
VMW
VMware, Inc
VMW
+$2.05M
5
LLY icon
Eli Lilly
LLY
+$1.88M

Sector Composition

1 Technology 19.82%
2 Industrials 14.08%
3 Healthcare 12.51%
4 Financials 9.4%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.01M 1.42%
16,113
-3,583
27
$4.93M 1.4%
37,242
-2,055
28
$4.88M 1.39%
56,260
+13,750
29
$4.81M 1.37%
9,219
+790
30
$4.8M 1.37%
6,126
+1,046
31
$4.77M 1.36%
9,929
-112
32
$4.77M 1.36%
20,093
-641
33
$4.58M 1.3%
73,223
-21,903
34
$4.15M 1.18%
15,704
-2,734
35
$4.14M 1.18%
28,442
-3,374
36
$3.96M 1.13%
30,378
-2,776
37
$3.96M 1.13%
22,829
+1,752
38
$3.84M 1.09%
104,568
-1,878
39
$3.64M 1.04%
108,813
-2,989
40
$3.59M 1.02%
17,292
+6,344
41
$3.47M 0.99%
22,029
+176
42
$3.44M 0.98%
30,448
-312
43
$3.38M 0.96%
20,801
-161
44
$3.36M 0.95%
+17,844
45
$3.19M 0.91%
10,696
-3,677
46
$3.17M 0.9%
10,592
+498
47
$3.09M 0.88%
6,715
-1,165
48
$2.98M 0.85%
19,927
49
$2.95M 0.84%
35,045
+18,400
50
$2.88M 0.82%
45,240
+18,090
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