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
$163M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.11M
3
+$864K
4
EMN icon
Eastman Chemical
EMN
+$643K
5
DINO icon
HF Sinclair
DINO
+$623K

Top Sells

1
+$1.51M
2
+$913K
3
+$909K
4
DIS icon
Walt Disney
DIS
+$472K
5
LUMN icon
Lumen
LUMN
+$435K

Sector Composition

1 Healthcare 19.13%
2 Financials 15.1%
3 Industrials 13.43%
4 Technology 11.65%
5 Energy 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.79%
16,468
-920
52
$1.22M 0.74%
11,164
-175
53
$1.19M 0.73%
14,950
54
$1.12M 0.69%
8,000
55
$1.1M 0.68%
29,321
+1,501
56
$1.04M 0.64%
16,107
+9,932
57
$952K 0.58%
24,100
+575
58
$918K 0.56%
53,613
-3,030
59
$898K 0.55%
22,780
+400
60
$886K 0.54%
36,037
-926
61
$795K 0.49%
19,322
+882
62
$764K 0.47%
15,400
63
$664K 0.41%
23,520
-3,745
64
$661K 0.4%
26,307
-17,318
65
$653K 0.4%
14,605
-600
66
$648K 0.4%
26,572
+3,064
67
$648K 0.4%
30,000
68
$576K 0.35%
4,766
-1,001
69
$530K 0.32%
4,584
+85
70
$514K 0.31%
8,688
-700
71
$496K 0.3%
10,700
72
$433K 0.26%
10,555
-50
73
$299K 0.18%
5,575
-2,172
74
$236K 0.14%
5,338
+75
75
$234K 0.14%
2,628
+217
1 2
3
4