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
$170M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$680K
2
+$396K
3
+$270K
4
LEN icon
Lennar Class A
LEN
+$269K
5
ABT icon
Abbott
ABT
+$220K

Top Sells

1
+$918K
2
+$664K
3
+$509K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$393K
5
QCOM icon
Qualcomm
QCOM
+$299K

Sector Composition

1 Healthcare 19.59%
2 Financials 15.79%
3 Industrials 13.69%
4 Technology 11.35%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.79%
14,988
-1,480
52
$1.21M 0.71%
14,890
-60
53
$1.17M 0.69%
29,273
+310
54
$1.12M 0.66%
16,632
+525
55
$1.12M 0.66%
8,000
56
$988K 0.58%
23,075
-1,025
57
$964K 0.57%
28,796
-525
58
$937K 0.55%
36,037
59
$887K 0.52%
22,630
-150
60
$765K 0.45%
18,172
-1,150
61
$683K 0.4%
26,272
-300
62
$681K 0.4%
14,555
-50
63
$658K 0.39%
26,182
-125
64
$644K 0.38%
31,500
+1,500
65
$588K 0.35%
4,634
+50
66
$581K 0.34%
8,438
-250
67
$566K 0.33%
10,213
+4,875
68
$555K 0.33%
10,700
69
$544K 0.32%
15,400
70
$507K 0.3%
3,399
-1,367
71
$408K 0.24%
10,555
72
$396K 0.23%
+2
73
$267K 0.16%
6,682
+998
74
$220K 0.13%
+4,897
75
$202K 0.12%
+4,225
1 2
3
4