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
$415M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.75M
3
+$2.2M
4
AMAT icon
Applied Materials
AMAT
+$1.63M
5
ABBV icon
AbbVie
ABBV
+$1.46M

Top Sells

1
+$5.5M
2
+$2.12M
3
+$2M
4
PEG icon
Public Service Enterprise Group
PEG
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.76M

Sector Composition

1 Technology 23.2%
2 Healthcare 11.87%
3 Industrials 11.42%
4 Financials 9.51%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 1.29%
26,527
-1,348
27
$5.23M 1.26%
126,795
-51,482
28
$5.01M 1.21%
25,916
-1,158
29
$4.98M 1.2%
23,610
-33
30
$4.85M 1.17%
18,477
-290
31
$4.75M 1.15%
43,183
+2,024
32
$4.73M 1.14%
+26,847
33
$4.68M 1.13%
9,186
-706
34
$4.63M 1.12%
31,698
+302
35
$4.61M 1.11%
19,457
-164
36
$4.36M 1.05%
31,858
-1,830
37
$4.28M 1.03%
20,083
-1,212
38
$4.16M 1%
26,562
+2,604
39
$4.16M 1%
8,881
+2,272
40
$4.1M 0.99%
13,733
+3,601
41
$4.02M 0.97%
22,041
42
$3.91M 0.94%
28,578
-173
43
$3.86M 0.93%
18,076
-175
44
$3.75M 0.91%
+9,723
45
$3.65M 0.88%
15,474
+6,920
46
$3.45M 0.83%
6,243
-3,623
47
$3.31M 0.8%
12,391
48
$3.28M 0.79%
7,012
+146
49
$3.27M 0.79%
19,927
50
$3.08M 0.74%
12,078
+756
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2
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