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
$172M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$576K
3
+$556K
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$485K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$444K

Top Sells

1
+$1M
2
+$496K
3
+$488K
4
DE icon
Deere & Co
DE
+$392K
5
QCOM icon
Qualcomm
QCOM
+$279K

Sector Composition

1 Healthcare 17.16%
2 Financials 14.78%
3 Technology 12.72%
4 Industrials 12.62%
5 Energy 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.74%
10,010
+1,675
52
$1.22M 0.71%
11,875
-1,125
53
$1.2M 0.7%
23,415
-5,374
54
$1.12M 0.65%
10,533
-470
55
$1.1M 0.64%
8,761
+417
56
$1.1M 0.64%
27,075
+1,225
57
$1.05M 0.61%
27,350
+2,200
58
$1.01M 0.59%
38,003
+2,516
59
$1.01M 0.59%
15,075
-50
60
$874K 0.51%
+57,142
61
$871K 0.51%
5,025
-131
62
$861K 0.5%
8,000
63
$841K 0.49%
19,250
-1,175
64
$833K 0.48%
18,355
+425
65
$773K 0.45%
30,900
66
$719K 0.42%
15,450
67
$716K 0.42%
9,044
-3,525
68
$682K 0.4%
18,090
+714
69
$662K 0.39%
14,675
+500
70
$590K 0.34%
14,200
+6,192
71
$569K 0.33%
6,431
-1,913
72
$565K 0.33%
15,974
-2,400
73
$544K 0.32%
5,949
-175
74
$513K 0.3%
6,965
-175
75
$468K 0.27%
18,272
+200
1 2
3
4 5