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
$441M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$3.91M
3 +$3.04M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.81M
5
AMAT icon
Applied Materials
AMAT
+$2M

Top Sells

1 +$7.48M
2 +$3.7M
3 +$2.44M
4
PEG icon
Public Service Enterprise Group
PEG
+$1.48M
5
EQIX icon
Equinix
EQIX
+$1.43M

Sector Composition

1 Technology 21.3%
2 Healthcare 11.51%
3 Industrials 10.99%
4 Financials 9.79%
5 Communication Services 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.62M 1.28%
47,843
+4,660
27
$5.6M 1.27%
33,509
-3,395
28
$5.54M 1.26%
9,672
+5,312
29
$5.52M 1.25%
11,879
+2,998
30
$5.52M 1.25%
48,640
+1,265
31
$5.5M 1.25%
24,666
+1,056
32
$5.42M 1.23%
25,681
-846
33
$5.39M 1.22%
37,602
-2,713
34
$5.12M 1.16%
25,360
+9,886
35
$5.09M 1.15%
19,406
-51
36
$5.03M 1.14%
31,057
-641
37
$5.02M 1.14%
18,241
-236
38
$4.97M 1.13%
8,507
-679
39
$4.74M 1.07%
25,422
-494
40
$4.56M 1.04%
28,395
-183
41
$4.41M 1%
12,133
+4,182
42
$4.37M 0.99%
22,041
43
$4.3M 0.98%
31,559
-299
44
$4.09M 0.93%
19,712
-371
45
$4.06M 0.92%
6,943
-69
46
$3.91M 0.89%
12,833
+755
47
$3.89M 0.88%
28,787
+2,225
48
$3.76M 0.85%
18,175
+99
49
$3.57M 0.81%
19,927
50
$3.51M 0.8%
12,391