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
$241M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$970K
3
+$787K
4
NVDA icon
NVIDIA
NVDA
+$657K
5
ICE icon
Intercontinental Exchange
ICE
+$480K

Top Sells

1
+$224K
2
+$181K
3
+$135K
4
WH icon
Wyndham Hotels & Resorts
WH
+$132K
5
TXN icon
Texas Instruments
TXN
+$128K

Sector Composition

1 Technology 18.77%
2 Healthcare 13.18%
3 Industrials 12.34%
4 Consumer Staples 9.53%
5 Financials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.82%
57,612
+1,279
52
$1.81M 0.75%
10,656
53
$1.45M 0.6%
24,709
+1,162
54
$1.39M 0.57%
40,134
+504
55
$1.34M 0.56%
6,283
+347
56
$1.28M 0.53%
69,450
+1,350
57
$1.24M 0.51%
25,116
-500
58
$1.21M 0.5%
44,832
-5,000
59
$1.01M 0.42%
20,093
-2,618
60
$1M 0.42%
2,968
-220
61
$986K 0.41%
8,449
-337
62
$972K 0.4%
73,200
63
$906K 0.38%
6,140
-125
64
$778K 0.32%
7,674
65
$776K 0.32%
16,502
-711
66
$730K 0.3%
40,507
67
$678K 0.28%
13,000
68
$662K 0.27%
20,168
-358
69
$615K 0.25%
8,542
-947
70
$575K 0.24%
5,196
+225
71
$534K 0.22%
8,372
72
$443K 0.18%
22,729
-1,456
73
$415K 0.17%
1,946
+386
74
$396K 0.16%
6,570
+495
75
$355K 0.15%
5,632
-248
1 2
3
4