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FNBOMD

First National Bank of Mount Dora Portfolio holdings

AUM $463M
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$5.44M
3
+$5.28M
4
JPM icon
JPMorgan Chase
JPM
+$4.69M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.11M

Top Sells

1
+$7.55M
2
+$5.1M
3
+$4.23M
4
LHX icon
L3Harris
LHX
+$3.55M
5
PSA icon
Public Storage
PSA
+$3.37M

Sector Composition

1 Technology 21.01%
2 Financials 12.57%
3 Industrials 11.06%
4 Consumer Discretionary 9.76%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.68M 0.65%
+13,025
52
$2.4M 0.59%
11,473
-16,916
53
$2.31M 0.56%
82,452
54
$2.28M 0.56%
9,186
-10,228
55
$2.1M 0.51%
12,684
-18,345
56
$1.76M 0.43%
81,939
57
$1.61M 0.39%
15,229
58
$1.55M 0.38%
2,959
-5,460
59
$1.52M 0.37%
13,887
-3,388
60
$1.4M 0.34%
15,603
-33,470
61
$1.28M 0.31%
7,974
62
$1.14M 0.28%
11,002
-2,130
63
$1.1M 0.27%
8,341
-21,163
64
$1.06M 0.26%
8,617
-2,140
65
$1.02M 0.25%
46,002
66
$1.01M 0.25%
1,241
-486
67
$997K 0.24%
1,868
-42
68
$969K 0.24%
21,353
-20,031
69
$968K 0.24%
5,196
70
$961K 0.23%
5,747
-740
71
$918K 0.22%
2,096
-16,912
72
$914K 0.22%
6,324
-31,291
73
$856K 0.21%
6,920
-1,964
74
$823K 0.2%
2,790
-1,332
75
$807K 0.2%
13,000
1 2
3
4 5