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
$287M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.58M
3
+$2.51M
4
EQIX icon
Equinix
EQIX
+$2.46M
5
HON icon
Honeywell
HON
+$2.37M

Top Sells

1
+$2.7M
2
+$2.69M
3
+$2.36M
4
C icon
Citigroup
C
+$2M
5
BDX icon
Becton Dickinson
BDX
+$1.89M

Sector Composition

1 Technology 17.79%
2 Industrials 12.96%
3 Healthcare 12.01%
4 Financials 10.14%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.69%
81,864
+19,914
52
$1.86M 0.65%
25,592
-27,487
53
$1.58M 0.55%
22,121
-37,609
54
$1.52M 0.53%
20,157
-12,409
55
$1.48M 0.51%
39,282
-40,542
56
$1.34M 0.47%
+4,798
57
$1.28M 0.45%
79,386
+8,586
58
$1.28M 0.45%
24,259
-612
59
$1.15M 0.4%
+4,653
60
$1.14M 0.4%
2,388
-330
61
$1.11M 0.39%
5,762
-5,961
62
$1.11M 0.39%
14,079
-20,412
63
$1.07M 0.37%
7,974
+300
64
$1.07M 0.37%
8,069
-325
65
$1.03M 0.36%
31,260
-11,628
66
$861K 0.3%
46,002
+29,013
67
$860K 0.3%
5,196
68
$835K 0.29%
11,972
-7,285
69
$818K 0.28%
5,885
-220
70
$815K 0.28%
13,000
71
$736K 0.26%
10,618
+2,246
72
$720K 0.25%
2,817
+1,100
73
$719K 0.25%
12,900
+8,500
74
$714K 0.25%
8,616
+4,451
75
$709K 0.25%
11,091
-5,234
1 2
3
4 5