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
$352M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$3.36M
3
+$2M
4
TJX icon
TJX Companies
TJX
+$1.73M
5
TRN icon
Trinity Industries
TRN
+$1.68M

Top Sells

1
+$4.88M
2
+$3.75M
3
+$2.48M
4
VMW
VMware, Inc
VMW
+$2.05M
5
LLY icon
Eli Lilly
LLY
+$1.88M

Sector Composition

1 Technology 19.82%
2 Industrials 14.08%
3 Healthcare 12.51%
4 Financials 9.4%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.86M 0.81%
10,777
+43
52
$2.68M 0.76%
22,819
+2,803
53
$2.65M 0.75%
12,020
54
$2.63M 0.75%
11,975
-3,297
55
$2.63M 0.75%
11,586
+911
56
$2.62M 0.74%
7,670
+700
57
$2.28M 0.65%
42,877
+31,107
58
$2M 0.57%
82,452
-495
59
$1.97M 0.56%
76,498
+65,414
60
$1.91M 0.54%
6,294
+1,116
61
$1.85M 0.53%
17,353
+710
62
$1.74M 0.49%
18,232
-5,154
63
$1.73M 0.49%
+20,400
64
$1.48M 0.42%
13,019
-32,938
65
$1.41M 0.4%
81,939
-150
66
$1.27M 0.36%
7,276
-74
67
$1.14M 0.32%
7,930
-14,290
68
$1.1M 0.31%
7,974
69
$1.05M 0.3%
14,619
-1,483
70
$992K 0.28%
2,072
71
$890K 0.25%
5,383
72
$889K 0.25%
20,924
-1,750
73
$864K 0.25%
46,002
74
$796K 0.23%
8,130
-906
75
$771K 0.22%
9,214
-806
1 2
3
4 5