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
$282M
AUM Growth
-$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$2.19M
3 +$1.98M
4
ADP icon
Automatic Data Processing
ADP
+$1.86M
5
MCD icon
McDonald's
MCD
+$1.85M

Top Sells

1 +$1.81M
2 +$1.7M
3 +$1.6M
4
ADSK icon
Autodesk
ADSK
+$1.19M
5
HON icon
Honeywell
HON
+$1.15M

Sector Composition

1 Technology 16.67%
2 Healthcare 14.88%
3 Industrials 11.87%
4 Consumer Staples 9.63%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.11M 0.75%
11,772
+111
52
$2.1M 0.74%
6,871
+2,202
53
$1.99M 0.71%
18,657
+10,085
54
$1.86M 0.66%
+8,220
55
$1.85M 0.66%
+8,040
56
$1.84M 0.65%
82,947
57
$1.83M 0.65%
6,872
+3,871
58
$1.71M 0.61%
+17,812
59
$1.67M 0.59%
19,351
-983
60
$1.53M 0.54%
16,384
-19,376
61
$1.28M 0.45%
+28,870
62
$1.26M 0.45%
20,378
-5,805
63
$1.15M 0.41%
81,939
64
$971K 0.34%
7,974
65
$920K 0.33%
4,926
-6,358
66
$905K 0.32%
12,745
-1,796
67
$888K 0.31%
10,848
-3,553
68
$850K 0.3%
5,684
-551
69
$840K 0.3%
2,090
-44
70
$781K 0.28%
6,579
-229
71
$777K 0.28%
46,002
72
$772K 0.27%
5,383
+132
73
$765K 0.27%
22,840
-460
74
$726K 0.26%
10,618
75
$628K 0.22%
6,136
-412