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
$304M
AUM Growth
-$119K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.91M
3
+$1.76M
4
UNH icon
UnitedHealth
UNH
+$1.67M
5
SPGI icon
S&P Global
SPGI
+$1.57M

Top Sells

1
+$2.34M
2
+$1.62M
3
+$1.58M
4
PNC icon
PNC Financial Services
PNC
+$1.3M
5
VMW
VMware, Inc
VMW
+$1.28M

Sector Composition

1 Technology 18.04%
2 Healthcare 12.43%
3 Industrials 11.93%
4 Financials 9.94%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.7%
7,657
+2,273
52
$2.03M 0.67%
81,864
53
$1.94M 0.64%
19,293
-1,149
54
$1.76M 0.58%
+7,700
55
$1.66M 0.55%
6,938
+5,716
56
$1.57M 0.52%
+3,687
57
$1.52M 0.5%
+16,803
58
$1.37M 0.45%
79,386
59
$1.27M 0.42%
+3,694
60
$1.23M 0.4%
17,514
-3,959
61
$1.18M 0.39%
22,422
-200
62
$1.16M 0.38%
7,785
-180
63
$1.11M 0.37%
14,199
-2,307
64
$1.11M 0.37%
7,974
65
$1.07M 0.35%
2,227
-76
66
$1.06M 0.35%
28,910
-558
67
$1.05M 0.34%
30,898
-3,538
68
$935K 0.31%
46,002
69
$879K 0.29%
5,196
70
$854K 0.28%
12,101
-3,437
71
$822K 0.27%
13,000
72
$776K 0.26%
2,843
73
$760K 0.25%
10,618
74
$751K 0.25%
8,616
75
$749K 0.25%
5,654
-50
1 2
3
4 5