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
$411M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.8M
3
+$1.76M
4
AVGO icon
Broadcom
AVGO
+$1.65M
5
CSGP icon
CoStar Group
CSGP
+$1.63M

Top Sells

1
+$3.14M
2
+$2.34M
3
+$1.63M
4
BDX icon
Becton Dickinson
BDX
+$1.49M
5
CVX icon
Chevron
CVX
+$1.43M

Sector Composition

1 Technology 20.48%
2 Industrials 12.51%
3 Healthcare 12.35%
4 Financials 9.91%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.12M 0.76%
6,866
+119
52
$3.1M 0.76%
12,426
+428
53
$3.08M 0.75%
12,081
+45
54
$2.95M 0.72%
7,027
55
$2.92M 0.71%
12,045
+1,133
56
$2.76M 0.67%
+6,609
57
$2.69M 0.65%
8,051
+691
58
$2.22M 0.54%
82,452
59
$2.14M 0.52%
8,640
-6,015
60
$2.07M 0.5%
12,430
+9,551
61
$2.04M 0.5%
12,491
-1,765
62
$1.99M 0.49%
12,645
-9,040
63
$1.8M 0.44%
+14,560
64
$1.78M 0.43%
11,605
+9,348
65
$1.76M 0.43%
+8,554
66
$1.67M 0.41%
81,939
67
$1.63M 0.4%
28,087
-23,057
68
$1.63M 0.4%
+16,832
69
$1.55M 0.38%
14,400
-2,190
70
$1.45M 0.35%
+4,993
71
$1.44M 0.35%
6,914
+128
72
$1.42M 0.35%
+6,490
73
$1.24M 0.3%
7,974
74
$1.13M 0.27%
2,022
-25
75
$1.04M 0.25%
10,095
-1,306
1 2
3
4 5