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
$220M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.88M
3
+$2.37M
4
AMZN icon
Amazon
AMZN
+$2.3M
5
ITW icon
Illinois Tool Works
ITW
+$1.49M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
ADBE icon
Adobe
ADBE
+$1.31M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 18.3%
2 Healthcare 14.25%
3 Industrials 11.31%
4 Financials 9.9%
5 Consumer Staples 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.81%
29,864
-7,916
52
$1.67M 0.76%
10,656
53
$1.41M 0.64%
39,630
+10,278
54
$1.36M 0.62%
23,547
+5,259
55
$1.19M 0.54%
49,832
-2,900
56
$1.18M 0.53%
68,100
57
$1.15M 0.52%
25,616
-325
58
$1.04M 0.47%
5,936
+374
59
$1.03M 0.47%
3,188
-50
60
$968K 0.44%
22,711
-27,246
61
$918K 0.42%
8,786
-820
62
$896K 0.41%
73,200
63
$886K 0.4%
6,265
-50
64
$862K 0.39%
20,526
-1,075
65
$847K 0.38%
9,489
-7,828
66
$827K 0.38%
40,507
67
$734K 0.33%
7,674
68
$702K 0.32%
17,213
-2,476
69
$639K 0.29%
13,000
70
$555K 0.25%
8,372
71
$532K 0.24%
4,971
72
$514K 0.23%
24,185
-2,700
73
$453K 0.21%
5,880
+344
74
$357K 0.16%
6,075
-150
75
$334K 0.15%
17,300
1 2
3
4