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
$331M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.34M
3
+$1.73M
4
NEE icon
NextEra Energy
NEE
+$1.63M
5
MCD icon
McDonald's
MCD
+$1.54M

Top Sells

1
+$2.28M
2
+$1.68M
3
+$1.51M
4
TXN icon
Texas Instruments
TXN
+$1.36M
5
XOM icon
Exxon Mobil
XOM
+$1.26M

Sector Composition

1 Technology 19.3%
2 Healthcare 13.94%
3 Industrials 11.57%
4 Consumer Staples 9.77%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.45M 0.74%
12,020
+248
52
$2.41M 0.73%
10,734
-1,417
53
$2.37M 0.72%
23,386
-16,587
54
$2.26M 0.68%
10,675
-1,664
55
$2.15M 0.65%
6,970
+98
56
$2.09M 0.63%
10,948
-2,882
57
$2.02M 0.61%
82,947
58
$1.79M 0.54%
16,643
+2,387
59
$1.54M 0.46%
+27,150
60
$1.51M 0.46%
16,645
-471
61
$1.37M 0.41%
+5,178
62
$1.31M 0.4%
82,089
+150
63
$1.12M 0.34%
16,102
-759
64
$1.11M 0.34%
7,350
-371
65
$1.07M 0.32%
7,974
66
$1.06M 0.32%
+13,906
67
$1.06M 0.32%
9,408
-5,910
68
$950K 0.29%
2,072
-50
69
$926K 0.28%
22,674
-100
70
$885K 0.27%
9,036
-608
71
$855K 0.26%
5,383
72
$845K 0.26%
10,020
-927
73
$841K 0.25%
46,002
74
$805K 0.24%
10,618
75
$718K 0.22%
13,000
1 2
3
4 5