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
$411M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.8M
3
+$1.76M
4
AVGO icon
Broadcom
AVGO
+$1.65M
5
CSGP icon
CoStar Group
CSGP
+$1.63M

Top Sells

1
+$3.14M
2
+$2.34M
3
+$1.63M
4
BDX icon
Becton Dickinson
BDX
+$1.49M
5
CVX icon
Chevron
CVX
+$1.43M

Sector Composition

1 Technology 20.48%
2 Industrials 12.51%
3 Healthcare 12.35%
4 Financials 9.91%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.65M 1.38%
14,738
-771
27
$5.63M 1.37%
12,134
-1,861
28
$5.58M 1.36%
27,875
-793
29
$5.26M 1.28%
19,621
-153
30
$5.24M 1.28%
18,767
-831
31
$5.01M 1.22%
33,688
+2,507
32
$4.97M 1.21%
31,396
-272
33
$4.89M 1.19%
9,892
+67
34
$4.88M 1.19%
27,074
-795
35
$4.87M 1.19%
23,643
+1,739
36
$4.54M 1.1%
21,295
-3,781
37
$4.31M 1.05%
97,628
-10,209
38
$4.17M 1.02%
41,159
+15,252
39
$4.15M 1.01%
5,033
-1,496
40
$4.09M 1%
23,958
+293
41
$4.02M 0.98%
22,041
+355
42
$3.95M 0.96%
28,751
-732
43
$3.75M 0.91%
18,251
+650
44
$3.74M 0.91%
43,466
+3,409
45
$3.52M 0.86%
10,132
-477
46
$3.38M 0.82%
19,927
47
$3.33M 0.81%
119,985
+16,703
48
$3.32M 0.81%
44,145
-7,830
49
$3.22M 0.78%
12,391
+91
50
$3.19M 0.78%
11,322
+297
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