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
$332M
AUM Growth
-$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.79M
3
+$1.77M
4
UNP icon
Union Pacific
UNP
+$1.76M
5
TGT icon
Target
TGT
+$1.72M

Top Sells

1
+$2.87M
2
+$2.87M
3
+$2.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.25M
5
COST icon
Costco
COST
+$1.9M

Sector Composition

1 Technology 18.78%
2 Healthcare 14.05%
3 Industrials 12.43%
4 Consumer Staples 8.24%
5 Financials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.65%
82,359
+495
52
$2.09M 0.63%
29,062
-13,976
53
$1.9M 0.57%
19,055
-6,072
54
$1.85M 0.56%
4,512
+312
55
$1.83M 0.55%
53,167
+45,476
56
$1.79M 0.54%
+7,147
57
$1.76M 0.53%
+6,455
58
$1.74M 0.52%
15,531
-2,802
59
$1.69M 0.51%
18,556
-31,591
60
$1.64M 0.49%
16,553
-7,830
61
$1.44M 0.44%
81,114
+1,728
62
$1.31M 0.4%
7,115
-3,562
63
$1.3M 0.39%
+2,389
64
$1.29M 0.39%
20,747
-475
65
$1.19M 0.36%
7,974
66
$1.07M 0.32%
6,723
-480
67
$1.07M 0.32%
2,177
68
$1.06M 0.32%
3,001
-10
69
$1.03M 0.31%
12,139
-1,507
70
$1M 0.3%
9,869
-1,302
71
$964K 0.29%
46,002
72
$924K 0.28%
5,251
-210
73
$878K 0.26%
23,300
-4,886
74
$841K 0.25%
10,618
75
$777K 0.23%
13,000
1 2
3
4 5