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
$339M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.75M
3
+$410K
4
AAPL icon
Apple
AAPL
+$262K
5
PEP icon
PepsiCo
PEP
+$254K

Top Sells

1
+$2.52M
2
+$135K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$127K
5
EMN icon
Eastman Chemical
EMN
+$116K

Sector Composition

1 Technology 18.14%
2 Healthcare 13.3%
3 Industrials 11.53%
4 Financials 9.18%
5 Consumer Staples 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.65%
81,864
52
$2.14M 0.63%
10,677
-435
53
$2.1M 0.62%
24,383
-1,567
54
$1.98M 0.58%
4,200
+513
55
$1.95M 0.58%
19,023
+2,220
56
$1.95M 0.58%
8,438
+738
57
$1.5M 0.44%
4,216
+522
58
$1.5M 0.44%
79,386
59
$1.27M 0.38%
13,646
-553
60
$1.26M 0.37%
21,222
-1,200
61
$1.25M 0.37%
7,203
-582
62
$1.23M 0.36%
28,186
-724
63
$1.2M 0.35%
7,974
64
$1.13M 0.33%
2,177
-50
65
$1.02M 0.3%
16,859
-655
66
$977K 0.29%
5,461
+265
67
$975K 0.29%
46,002
68
$954K 0.28%
27,935
-2,963
69
$900K 0.27%
3,011
+168
70
$853K 0.25%
10,618
71
$839K 0.25%
11,171
-930
72
$826K 0.24%
13,000
73
$774K 0.23%
5,414
-240
74
$736K 0.22%
8,616
75
$727K 0.21%
27,800
1 2
3
4 5