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
$338M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$602K
2 +$462K
3 +$331K
4
TJX icon
TJX Companies
TJX
+$289K
5
DOW icon
Dow Inc
DOW
+$244K

Top Sells

1 +$831K
2 +$606K
3 +$399K
4
CCI icon
Crown Castle
CCI
+$328K
5
LOW icon
Lowe's Companies
LOW
+$286K

Sector Composition

1 Technology 19.34%
2 Industrials 13.21%
3 Healthcare 12.61%
4 Financials 9.8%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.75M 1.4%
15,704
-409
27
$4.72M 1.4%
9,328
+109
28
$4.64M 1.37%
26,665
-722
29
$4.59M 1.36%
19,935
-264
30
$4.57M 1.35%
19,871
-222
31
$4.57M 1.35%
6,287
+161
32
$4.52M 1.34%
78,908
+3,889
33
$4.13M 1.22%
28,509
+67
34
$4.03M 1.19%
70,851
-2,372
35
$3.91M 1.16%
15,130
-574
36
$3.86M 1.14%
20,271
+2,427
37
$3.86M 1.14%
108,462
-351
38
$3.78M 1.12%
29,724
-654
39
$3.7M 1.09%
24,245
+1,416
40
$3.69M 1.09%
21,905
-124
41
$3.42M 1.01%
103,210
-1,358
42
$3.37M 1%
21,686
+885
43
$3.33M 0.99%
30,298
-150
44
$3.25M 0.96%
22,943
+124
45
$3.24M 0.96%
17,548
+256
46
$3.03M 0.9%
10,688
+96
47
$2.92M 0.86%
48,120
+2,880
48
$2.83M 0.84%
11,764
-211
49
$2.83M 0.84%
10,724
+28
50
$2.82M 0.83%
19,927