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
$415M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.75M
3
+$2.2M
4
AMAT icon
Applied Materials
AMAT
+$1.63M
5
ABBV icon
AbbVie
ABBV
+$1.46M

Top Sells

1
+$5.5M
2
+$2.12M
3
+$2M
4
PEG icon
Public Service Enterprise Group
PEG
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.76M

Sector Composition

1 Technology 23.2%
2 Healthcare 11.87%
3 Industrials 11.42%
4 Financials 9.51%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.72%
42,435
-1,710
52
$2.92M 0.7%
7,182
+155
53
$2.71M 0.65%
30,943
-12,523
54
$2.7M 0.65%
12,587
+506
55
$2.64M 0.64%
3,490
-1,543
56
$2.48M 0.6%
7,712
-339
57
$2.37M 0.57%
84,710
-35,275
58
$2.29M 0.55%
7,951
+2,958
59
$2.26M 0.54%
72,897
-24,731
60
$2.2M 0.53%
+4,360
61
$2.16M 0.52%
8,381
-3,664
62
$2.14M 0.52%
82,452
63
$2M 0.48%
13,806
+1,376
64
$2M 0.48%
8,390
-4,036
65
$1.76M 0.42%
17,090
+2,530
66
$1.74M 0.42%
8,529
+2,039
67
$1.72M 0.41%
81,939
68
$1.66M 0.4%
11,761
-730
69
$1.58M 0.38%
6,781
-1,859
70
$1.52M 0.37%
9,691
-2,954
71
$1.51M 0.36%
6,688
-226
72
$1.51M 0.36%
14,162
-238
73
$1.2M 0.29%
7,974
74
$1.17M 0.28%
22,117
-5,970
75
$1.15M 0.28%
+16,205
1 2
3
4 5