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
$219M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.42M
3
+$1.44M
4
NSC icon
Norfolk Southern
NSC
+$1.4M
5
NEE icon
NextEra Energy
NEE
+$1.31M

Top Sells

1
+$1.57M
2
+$1.45M
3
+$1.37M
4
ITW icon
Illinois Tool Works
ITW
+$1.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M

Sector Composition

1 Technology 14.7%
2 Healthcare 14.29%
3 Industrials 12.75%
4 Financials 11.33%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.67%
26,762
-2,345
52
$1.4M 0.64%
+7,803
53
$1.29M 0.59%
22,626
-4,966
54
$1.16M 0.53%
7,641
+5,100
55
$1.14M 0.52%
23,842
-33,020
56
$1.09M 0.5%
3,093
-380
57
$1.02M 0.47%
40,507
58
$956K 0.44%
6,729
-715
59
$921K 0.42%
50,400
60
$867K 0.4%
7,674
61
$845K 0.39%
71,400
62
$816K 0.37%
10,135
-894
63
$782K 0.36%
5,178
64
$682K 0.31%
+4,545
65
$672K 0.31%
13,000
66
$596K 0.27%
30,283
-8,793
67
$541K 0.25%
4,201
68
$510K 0.23%
5,820
69
$367K 0.17%
7,966
-1,882
70
$362K 0.17%
5,711
-3,034
71
$325K 0.15%
1,560
-26
72
$321K 0.15%
11,300
73
$309K 0.14%
6,100
74
$304K 0.14%
2,640
75
$295K 0.13%
5,988
-800
1 2
3
4