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
$185M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.45M
3
+$1.22M
4
LEN icon
Lennar Class A
LEN
+$992K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$824K

Top Sells

1
+$1.83M
2
+$683K
3
+$652K
4
ORLY icon
O'Reilly Automotive
ORLY
+$649K
5
V icon
Visa
V
+$469K

Sector Composition

1 Healthcare 19.33%
2 Financials 14.76%
3 Industrials 13.47%
4 Technology 13.37%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.72%
58,918
-28,750
52
$1.24M 0.67%
8,000
53
$1.23M 0.67%
15,020
-55
54
$1.17M 0.63%
29,847
+562
55
$1.16M 0.63%
20,540
-535
56
$1.16M 0.63%
10,799
+200
57
$1.13M 0.61%
10,975
-200
58
$1.05M 0.57%
26,709
-2,333
59
$992K 0.54%
+20,118
60
$976K 0.53%
68,912
-2,587
61
$966K 0.52%
22,540
-675
62
$965K 0.52%
23,275
-2,150
63
$957K 0.52%
38,817
+1,982
64
$947K 0.51%
7,967
-21
65
$912K 0.49%
9,171
+1,902
66
$878K 0.47%
15,400
-50
67
$859K 0.46%
31,350
68
$748K 0.4%
4,881
-157
69
$670K 0.36%
15,145
-185
70
$605K 0.33%
9,388
71
$605K 0.33%
6,155
+530
72
$590K 0.32%
22,672
-800
73
$589K 0.32%
14,625
-3,925
74
$553K 0.3%
7,972
-347
75
$540K 0.29%
10,550
1 2
3
4