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
$375M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.23M
3
+$2.23M
4
SPGI icon
S&P Global
SPGI
+$319K
5
MMC icon
Marsh & McLennan
MMC
+$309K

Top Sells

1
+$4.52M
2
+$921K
3
+$485K
4
LLY icon
Eli Lilly
LLY
+$466K
5
PSX icon
Phillips 66
PSX
+$312K

Sector Composition

1 Technology 19.79%
2 Industrials 13.53%
3 Healthcare 11.49%
4 Financials 10.03%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 1.43%
15,509
-195
27
$5.26M 1.4%
6,529
+242
28
$5.18M 1.38%
19,774
-161
29
$5.17M 1.38%
9,825
-64
30
$5.1M 1.36%
19,598
-273
31
$5.06M 1.35%
9,524
+196
32
$4.96M 1.32%
31,668
-537
33
$4.9M 1.31%
31,181
+32
34
$4.88M 1.3%
28,668
+159
35
$4.74M 1.26%
+34,661
36
$4.49M 1.2%
25,076
+831
37
$4.23M 1.13%
27,869
-1,855
38
$4.15M 1.11%
21,904
+1,633
39
$3.79M 1.01%
29,483
-815
40
$3.7M 0.98%
21,686
41
$3.69M 0.98%
17,601
+53
42
$3.57M 0.95%
14,655
-475
43
$3.31M 0.88%
10,609
-42
44
$3.29M 0.88%
51,975
+3,855
45
$3.27M 0.87%
11,025
+301
46
$3.25M 0.87%
40,057
+2,800
47
$3.23M 0.86%
21,685
-220
48
$3.14M 0.84%
19,927
49
$3.08M 0.82%
23,665
+722
50
$3.06M 0.81%
6,747
+36
1
2
3 4 5