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
$178M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.46M
3
+$1.36M
4
TNL icon
Travel + Leisure Co
TNL
+$1.26M
5
CPRI icon
Capri Holdings
CPRI
+$1.21M

Top Sells

1
+$3.44M
2
+$2.72M
3
+$2.69M
4
APH icon
Amphenol
APH
+$1.24M
5
SHW icon
Sherwin-Williams
SHW
+$885K

Sector Composition

1 Healthcare 17.41%
2 Industrials 14.63%
3 Financials 14.59%
4 Technology 13.36%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.79%
11,114
-110
52
$1.36M 0.76%
+31,680
53
$1.32M 0.74%
28,671
-17,964
54
$1.28M 0.72%
12,412
-931
55
$1.23M 0.69%
25,547
-1,566
56
$1.21M 0.68%
+25,755
57
$1.16M 0.65%
14,927
+37
58
$1.07M 0.6%
34,848
-1,320
59
$1M 0.56%
8,000
60
$942K 0.53%
25,663
+767
61
$927K 0.52%
20,866
-100
62
$893K 0.5%
18,687
-1,200
63
$873K 0.49%
15,400
64
$756K 0.42%
24,708
+1,452
65
$726K 0.41%
30,210
+210
66
$696K 0.39%
13,571
+366
67
$681K 0.38%
24,812
-50
68
$654K 0.37%
11,358
+995
69
$558K 0.31%
4,459
-100
70
$507K 0.28%
9,388
+85
71
$491K 0.28%
10,626
+239
72
$446K 0.25%
10,990
+290
73
$432K 0.24%
2
74
$353K 0.2%
6,938
+485
75
$328K 0.18%
2,309
-976
1 2
3
4