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
$227M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.68M
3
+$1.63M
4
FI icon
Fiserv
FI
+$1.6M
5
DD icon
DuPont de Nemours
DD
+$1.48M

Top Sells

1
+$2.82M
2
+$1.37M
3
+$1.32M
4
GILD icon
Gilead Sciences
GILD
+$1.28M
5
PK icon
Park Hotels & Resorts
PK
+$942K

Sector Composition

1 Technology 15.06%
2 Healthcare 14.68%
3 Industrials 13.96%
4 Financials 12.15%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.6%
12,447
52
$1.32M 0.58%
+18,572
53
$1.3M 0.57%
+19,424
54
$1.29M 0.57%
3,723
-25
55
$1.21M 0.53%
22,517
-15,254
56
$1.07M 0.47%
8,675
-799
57
$1.07M 0.47%
21,672
-812
58
$1.07M 0.47%
40,507
+28,546
59
$999K 0.44%
45,951
-15,769
60
$998K 0.44%
8,059
-70
61
$878K 0.39%
50,400
62
$859K 0.38%
6,624
-1,106
63
$850K 0.37%
11,484
-400
64
$828K 0.36%
7,674
65
$827K 0.36%
15,221
-740
66
$810K 0.36%
71,400
67
$749K 0.33%
5,178
68
$723K 0.32%
11,111
-19,610
69
$675K 0.3%
13,000
70
$640K 0.28%
3,687
-1,676
71
$632K 0.28%
13,084
-1,060
72
$541K 0.24%
4,201
73
$460K 0.2%
2,866
-225
74
$447K 0.2%
11,023
-6,535
75
$447K 0.2%
5,820
1 2
3
4 5