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
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.87M
3
+$4.73M
4
KO icon
Coca-Cola
KO
+$4.22M
5
ESRX
Express Scripts Holding Company
ESRX
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.13%
2 Financials 15.15%
3 Energy 12.96%
4 Technology 10.57%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$940K 0.7%
+21,280
52
$885K 0.66%
+31,675
53
$867K 0.64%
+19,150
54
$829K 0.62%
+13,128
55
$775K 0.58%
+15,600
56
$760K 0.56%
+7,882
57
$749K 0.56%
+43,560
58
$706K 0.52%
+17,717
59
$682K 0.51%
+10,096
60
$655K 0.49%
+8,000
61
$607K 0.45%
+7,299
62
$560K 0.42%
+8,540
63
$555K 0.41%
+17,050
64
$552K 0.41%
+13,357
65
$552K 0.41%
+15,550
66
$537K 0.4%
+15,525
67
$478K 0.36%
+12,339
68
$459K 0.34%
+10,263
69
$443K 0.33%
+7,114
70
$369K 0.27%
+10,726
71
$347K 0.26%
+4,594
72
$344K 0.26%
+16,872
73
$339K 0.25%
+8,275
74
$335K 0.25%
+8,120
75
$320K 0.24%
+5,093
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3
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