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
$303M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$450K
3
+$386K
4
ADBE icon
Adobe
ADBE
+$329K
5
TGT icon
Target
TGT
+$318K

Top Sells

1
+$11.6M
2
+$2.02M
3
+$267K
4
LLY icon
Eli Lilly
LLY
+$256K
5
CMS icon
CMS Energy
CMS
+$235K

Sector Composition

1 Technology 17.06%
2 Healthcare 15.78%
3 Industrials 12.68%
4 Consumer Staples 9.21%
5 Financials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.75%
17,897
-760
52
$2.25M 0.74%
11,772
53
$2.12M 0.7%
8,892
+672
54
$2.12M 0.7%
6,872
55
$2.09M 0.69%
82,947
56
$1.91M 0.63%
34,200
+5,330
57
$1.75M 0.58%
19,697
+1,885
58
$1.63M 0.54%
17,116
-2,235
59
$1.55M 0.51%
15,318
-1,066
60
$1.5M 0.5%
14,256
-109,983
61
$1.28M 0.42%
16,861
-3,517
62
$1.27M 0.42%
20,026
-31,828
63
$1.22M 0.4%
81,939
64
$1.08M 0.36%
7,974
65
$973K 0.32%
9,644
-1,204
66
$961K 0.32%
7,721
+1,142
67
$940K 0.31%
2,122
+32
68
$892K 0.29%
10,947
-1,798
69
$883K 0.29%
4,726
-200
70
$867K 0.29%
22,774
-66
71
$855K 0.28%
5,383
72
$850K 0.28%
46,002
73
$838K 0.28%
5,304
-380
74
$813K 0.27%
10,618
75
$720K 0.24%
5,305
+432
1 2
3
4 5