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
$441M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.91M
3
+$3.04M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.81M
5
AMAT icon
Applied Materials
AMAT
+$2M

Top Sells

1
+$7.48M
2
+$3.7M
3
+$2.44M
4
PEG icon
Public Service Enterprise Group
PEG
+$1.48M
5
EQIX icon
Equinix
EQIX
+$1.43M

Sector Composition

1 Technology 21.3%
2 Healthcare 11.51%
3 Industrials 10.99%
4 Financials 9.79%
5 Communication Services 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.37M 0.76%
43,860
+1,425
52
$3.28M 0.75%
8,078
+366
53
$3.26M 0.74%
7,083
-99
54
$3.2M 0.73%
12,880
+293
55
$3.16M 0.72%
17,436
+3,630
56
$2.63M 0.6%
10,129
+5,139
57
$2.59M 0.59%
11,570
+3,041
58
$2.53M 0.58%
29,987
+13,782
59
$2.32M 0.53%
82,452
60
$2.04M 0.46%
20,638
+3,548
61
$2M 0.45%
44,449
-82,346
62
$1.85M 0.42%
18,035
-12,908
63
$1.82M 0.41%
81,939
64
$1.67M 0.38%
1,881
-1,609
65
$1.55M 0.35%
+15,348
66
$1.5M 0.34%
13,790
-372
67
$1.49M 0.34%
2,831
+1,579
68
$1.45M 0.33%
6,444
-244
69
$1.45M 0.33%
11,006
-755
70
$1.42M 0.32%
2,301
-3,942
71
$1.34M 0.3%
7,974
72
$1.23M 0.28%
4,131
-4,250
73
$1.13M 0.26%
1,990
-17
74
$1.06M 0.24%
9,041
-564
75
$1.05M 0.24%
36,302
-48,408
1 2
3
4 5