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FNBOMD

First National Bank of Mount Dora Portfolio holdings

AUM $463M
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$5.44M
3
+$5.28M
4
JPM icon
JPMorgan Chase
JPM
+$4.69M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.11M

Top Sells

1
+$7.55M
2
+$5.1M
3
+$4.23M
4
LHX icon
L3Harris
LHX
+$3.55M
5
PSA icon
Public Storage
PSA
+$3.37M

Sector Composition

1 Technology 21.01%
2 Financials 12.57%
3 Industrials 11.06%
4 Consumer Discretionary 9.76%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.52M 1.59%
17,005
-1,412
27
$6.43M 1.57%
52,801
+3,647
28
$6.33M 1.55%
76,973
-7,130
29
$6.25M 1.53%
13,309
-4,346
30
$5.82M 1.42%
16,593
-1,554
31
$5.56M 1.36%
32,650
-13,240
32
$5.16M 1.26%
+53,634
33
$5M 1.22%
70,520
+39,735
34
$4.67M 1.14%
27,082
-1,188
35
$4.48M 1.1%
19,360
-173
36
$4.26M 1.04%
21,952
-89
37
$4.22M 1.03%
17,292
-7,585
38
$4.17M 1.02%
8,204
-4,751
39
$4.05M 0.99%
20,308
+1,049
40
$3.85M 0.94%
11,015
-6,477
41
$3.74M 0.91%
7,016
-67
42
$3.7M 0.9%
25,508
-823
43
$3.56M 0.87%
7,349
-4,882
44
$3.56M 0.87%
36,557
+14,936
45
$3.55M 0.87%
7,947
+972
46
$3.45M 0.84%
19,927
47
$3.41M 0.83%
12,391
48
$3.12M 0.76%
9,043
+956
49
$2.96M 0.72%
+14,308
50
$2.77M 0.68%
24,115
+6,059
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