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
$175M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$738K
3
+$164K
4
LEN icon
Lennar Class A
LEN
+$163K
5
WFC icon
Wells Fargo
WFC
+$156K

Top Sells

1
+$446K
2
+$372K
3
+$209K
4
ABT icon
Abbott
ABT
+$201K
5
M icon
Macy's
M
+$165K

Sector Composition

1 Healthcare 19.08%
2 Financials 14.78%
3 Industrials 14.21%
4 Technology 11.58%
5 Energy 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.8%
13,343
-475
52
$1.38M 0.79%
20,393
+1,992
53
$1.3M 0.75%
+40,455
54
$1.22M 0.7%
27,113
+541
55
$1.19M 0.68%
14,890
56
$1.18M 0.68%
36,168
+1,389
57
$1.05M 0.6%
8,000
58
$900K 0.52%
20,966
+86
59
$863K 0.49%
19,887
-369
60
$837K 0.48%
24,896
+25
61
$780K 0.45%
32,830
+133
62
$758K 0.43%
23,256
-1,400
63
$730K 0.42%
30,000
64
$721K 0.41%
24,862
-646
65
$708K 0.41%
13,205
-200
66
$694K 0.4%
15,400
67
$684K 0.39%
9,303
+775
68
$631K 0.36%
4,559
+175
69
$531K 0.3%
10,363
+250
70
$496K 0.28%
3,285
+97
71
$491K 0.28%
10,387
+357
72
$434K 0.25%
2
73
$406K 0.23%
10,700
74
$334K 0.19%
6,453
-290
75
$215K 0.12%
2,525
1 2
3
4