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
$338M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$462K
3
+$331K
4
TJX icon
TJX Companies
TJX
+$289K
5
DOW icon
Dow Inc
DOW
+$244K

Top Sells

1
+$831K
2
+$606K
3
+$399K
4
CCI icon
Crown Castle
CCI
+$328K
5
LOW icon
Lowe's Companies
LOW
+$286K

Sector Composition

1 Technology 19.34%
2 Industrials 13.21%
3 Healthcare 12.61%
4 Financials 9.8%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.83%
37,257
+2,212
52
$2.74M 0.81%
6,711
-4
53
$2.72M 0.8%
10,651
-126
54
$2.57M 0.76%
7,337
-333
55
$2.55M 0.75%
12,020
56
$2.45M 0.73%
47,607
+4,730
57
$2.3M 0.68%
11,673
+87
58
$2.1M 0.62%
23,655
+3,255
59
$2M 0.59%
82,329
+5,831
60
$1.99M 0.59%
16,601
-1,631
61
$1.94M 0.58%
82,452
62
$1.67M 0.5%
16,333
-1,020
63
$1.62M 0.48%
6,596
+302
64
$1.36M 0.4%
81,939
65
$1.19M 0.35%
7,277
+1
66
$1.04M 0.31%
7,974
67
$946K 0.28%
2,072
68
$921K 0.27%
5,531
-2,399
69
$906K 0.27%
12,777
-1,842
70
$896K 0.26%
46,002
71
$870K 0.26%
9,453
-3,566
72
$859K 0.25%
5,383
73
$796K 0.24%
18,962
-1,962
74
$696K 0.21%
13,000
75
$648K 0.19%
8,445
-769
1 2
3
4 5